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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 | $70,548 | $94,031-25.0% | $115,768-39.1% | $82,448-14.4% |
| Participation rate | 75.8% | 70.4%+5.4pp | 74.4%+1.4pp | 68.1%+7.7pp |
| Annual return | 13.86% | 20.61%-6.8pp | 100.46%-86.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $349 | $2,323-85.0% | $2,940-88.1% | $2,551-86.3% |
| Participant deferral / active EE | $3,513 | $3,972-11.5% | $4,917-28.5% | $4,139-15.1% |
| Admin fee / account holder | $3,210 | $10,249-68.7% | $12,439-74.2% | $7,234-55.6% |