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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 | $13,902 | $114,119-87.8% | $107,187-87.0% | $138,895-90.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 18.16% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $414 | $4,059-89.8% | $3,782-89.1% | $4,194-90.1% |
| Participant deferral / active EE | $1,765 | $5,538-68.1% | $5,096-65.4% | $6,396-72.4% |
| Admin fee / account holder | $2,109 | $10,024-79.0% | $9,162-77.0% | $12,562-83.2% |