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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 | $96,606 | $54,541+77.1% | $78,778+22.6% | $70,126+37.8% |
| Participation rate | 90.3% | 60.8%+29.5pp | 69.2%+21.1pp | 69.5%+20.8pp |
| Annual return | 13.19% | 21.07%-7.9pp | 35.62%-22.4pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,148 | $2,210+42.4% | $2,958+6.4% | $3,332-5.5% |
| Admin fee / account holder | $5,866 | $3,709+58.2% | $5,134+14.3% | $4,645+26.3% |