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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 | $60,528 | $93,346-35.2% | $71,796-15.7% | $273,972-77.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 3.61% | 130.39%-126.8pp | 78.04%-74.4pp | 41.46%-37.8pp |
| Employer contribution / active EE | $199 | $2,733-92.7% | $1,924-89.6% | $4,869-95.9% |
| Participant deferral / active EE | $1,708 | $3,475-50.9% | $2,794-38.9% | $5,287-67.7% |
| Admin fee / account holder | $886 | $6,571-86.5% | $4,815-81.6% | $10,133-91.3% |