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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 | $75,741 | $160,040-52.7% | $147,096-48.5% | $145,877-48.1% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 17.39% | 98.49%-81.1pp | 419.75%-402.4pp | 551.28%-533.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,286 | $8,429+33.9% | $8,071+39.8% | $6,691+68.7% |
| Admin fee / account holder | $5,163 | $15,050-65.7% | $13,005-60.3% | $13,402-61.5% |