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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,763 | $101,798+57.9% | $165,071-2.6% | $80,935+98.6% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 79.84% | 16.73%+63.1pp | 70.17%+9.7pp | 35.66%+44.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,562 | $4,476+1.9% | $6,035-24.4% | $4,299+6.1% |
| Admin fee / account holder | $11,247 | $8,221+36.8% | $12,695-11.4% | $6,924+62.4% |