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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 | $48,132 | $97,289-50.5% | $92,805-48.1% | $155,188-69.0% |
| Participation rate | 88.9% | 84.2%+4.7pp | 83.5%+5.4pp | 80.8%+8.1pp |
| Annual return | 16.60% | 29.03%-12.4pp | 31.59%-15.0pp | 148.84%-132.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,514 | $8,795+42.3% | $8,448+48.1% | $6,531+91.6% |
| Admin fee / account holder | $6,124 | $12,015-49.0% | $10,911-43.9% | $14,480-57.7% |