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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 | $45,392 | $102,595-55.8% | $94,057-51.7% | $154,746-70.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.69% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $277 | $3,147-91.2% | $2,933-90.6% | $4,379-93.7% |
| Participant deferral / active EE | $2,077 | $5,118-59.4% | $4,709-55.9% | $6,730-69.1% |
| Admin fee / account holder | $846 | $7,736-89.1% | $7,244-88.3% | $14,365-94.1% |