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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 | $39,617 | $77,358-48.8% | $102,184-61.2% | $87,485-54.7% |
| Participation rate | 74.1% | 78.7%-4.6pp | 82.6%-8.5pp | 68.9%+5.1pp |
| Annual return | 17.87% | 41.11%-23.2pp | 31.58%-13.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,803 | $6,753-14.1% | $8,309-30.2% | $4,274+35.8% |
| Admin fee / account holder | $2,425 | $6,809-64.4% | $11,609-79.1% | $7,775-68.8% |