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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 | $94,429 | $80,983+16.6% | $96,544-2.2% | $75,177+25.6% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 20.55% | 27.05%-6.5pp | 25.88%-5.3pp | 160.75%-140.2pp |
| Employer contribution / active EE | $527 | $2,282-76.9% | $2,966-82.2% | $2,671-80.3% |
| Participant deferral / active EE | $4,996 | $3,929+27.2% | $4,851+3.0% | $4,126+21.1% |
| Admin fee / account holder | $2,125 | $6,717-68.4% | $8,254-74.3% | $5,651-62.4% |