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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 | $64,887 | $123,155-47.3% | $108,753-40.3% | $155,188-58.2% |
| Participation rate | 70.0% | 75.6%-5.6pp | 71.1%-1.1pp | 80.8%-10.8pp |
| Annual return | 19.10% | 44.73%-25.6pp | 37.47%-18.4pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,107 | $4,623-32.8% | $4,115-24.5% | $6,531-52.4% |
| Admin fee / account holder | $460 | $12,126-96.2% | $10,320-95.5% | $14,480-96.8% |