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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 | $24,810 | $63,365-60.8% | $91,994-73.0% | $72,975-66.0% |
| Participation rate | 90.7% | 72.5%+18.2pp | 78.6%+12.0pp | 69.5%+21.2pp |
| Annual return | 59.19% | 35.35%+23.8pp | 69.04%-9.9pp | 81.01%-21.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,809 | $4,883+121.3% | $5,924+82.5% | $3,608+199.6% |
| Admin fee / account holder | $2,116 | $4,670-54.7% | $7,744-72.7% | $5,124-58.7% |