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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 | $34,796 | $85,024-59.1% | $70,544-50.7% | $139,466-75.1% |
| Participation rate | 73.9% | 73.9%0pp | 68.4%+5.6pp | 80.3%-6.4pp |
| Annual return | 12.49% | 30.39%-17.9pp | 32.79%-20.3pp | 373.66%-361.2pp |
| Employer contribution / active EE | $476 | $3,912-87.8% | $2,976-84.0% | $4,754-90.0% |
| Participant deferral / active EE | $3,346 | $5,891-43.2% | $4,568-26.8% | $6,712-50.2% |
| Admin fee / account holder | $6,977 | $8,928-21.9% | $6,427+8.6% | $11,409-38.8% |