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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 | $207,132 | $165,351+25.3% | $149,710+38.4% | $158,931+30.3% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 21.73% | 348.19%-326.5pp | 276.63%-254.9pp | 302.86%-281.1pp |
| Employer contribution / active EE | $722 | $5,103-85.8% | $4,645-84.4% | $4,761-84.8% |
| Participant deferral / active EE | $2,596 | $7,181-63.9% | $6,842-62.1% | $5,982-56.6% |
| Admin fee / account holder | $917 | $10,807-91.5% | $9,309-90.2% | $11,247-91.9% |