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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 | $132,762 | $86,949+52.7% | $102,460+29.6% | $80,959+64.0% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.7%+20.3pp |
| Annual return | 14.83% | 18.89%-4.1pp | 29.47%-14.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $556 | $2,370-76.5% | $3,025-81.6% | $2,757-79.8% |
| Participant deferral / active EE | $2,983 | $4,121-27.6% | $5,056-41.0% | $4,300-30.6% |
| Admin fee / account holder | $12,633 | $8,048+57.0% | $9,460+33.5% | $6,925+82.4% |