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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 | $36,237 | $89,259-59.4% | $107,187-66.2% | $82,637-56.1% |
| Participation rate | 72.1% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+4.0pp |
| Annual return | 21.30% | 21.02%+0.3pp | 204.55%-183.2pp | 53.51%-32.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,012 | $4,037+24.1% | $5,096-1.7% | $4,126+21.5% |
| Admin fee / account holder | $1,843 | $7,381-75.0% | $9,162-79.9% | $7,339-74.9% |