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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 | $171,508 | $175,257-2.1% | $149,717+14.6% | $139,456+23.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.32% | 166.70%-155.4pp | 134.41%-123.1pp | 373.45%-362.1pp |
| Employer contribution / active EE | $565 | $5,477-89.7% | $4,820-88.3% | $4,753-88.1% |
| Participant deferral / active EE | $9,900 | $6,521+51.8% | $5,682+74.2% | $6,711+47.5% |
| Admin fee / account holder | $1,669 | $16,156-89.7% | $13,213-87.4% | $11,407-85.4% |