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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 | $43,683 | $156,398-72.1% | $147,318-70.3% | $138,895-68.5% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 28.29% | 78.75%-50.5pp | 70.43%-42.1pp | 145.39%-117.1pp |
| Employer contribution / active EE | $887 | $4,853-81.7% | $4,593-80.7% | $4,194-78.8% |
| Participant deferral / active EE | $13,083 | $8,237+58.8% | $7,906+65.5% | $6,396+104.5% |
| Admin fee / account holder | $15,344 | $14,976+2.5% | $13,708+11.9% | $12,562+22.1% |