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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 | $75,575 | $102,245-26.1% | $89,340-15.4% | $137,256-44.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 11.57% | 21.89%-10.3pp | 20.57%-9.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,144 | $4,436-6.6% | $3,823+8.4% | $6,407-35.3% |
| Admin fee / account holder | $25,465 | $8,085+215.0% | $6,704+279.9% | $12,270+107.5% |