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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 | $107,593 | $202,342-46.8% | $172,752-37.7% | $152,897-29.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 24.21% | 1029.83%-1005.6pp | 802.97%-778.8pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,071 | $5,858-81.7% | $5,144-79.2% | $4,764-77.5% |
| Participant deferral / active EE | $5,346 | $5,948-10.1% | $5,198+2.9% | $5,851-8.6% |
| Admin fee / account holder | $771 | $17,111-95.5% | $13,955-94.5% | $11,599-93.3% |