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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 | $241,454 | $167,415+44.2% | $140,514+71.8% | $198,609+21.6% |
| Participation rate | 77.8% | 80.9%-3.1pp | 77.8%0pp | 82.4%-4.6pp |
| Annual return | 12.83% | 13.85%-1.0pp | 14.36%-1.5pp | 202.70%-189.9pp |
| Employer contribution / active EE | $674 | $4,088-83.5% | $3,378-80.1% | $5,055-86.7% |
| Participant deferral / active EE | $6,723 | $5,579+20.5% | $4,919+36.7% | $6,977-3.6% |
| Admin fee / account holder | $1,245 | $16,730-92.6% | $13,697-90.9% | $19,030-93.5% |