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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 | $129,882 | $182,442-28.8% | $163,379-20.5% | $138,895-6.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.41% | 72.74%-54.3pp | 63.41%-45.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | -$1,316 | $4,159-131.6% | $3,752-135.1% | $4,194-131.4% |
| Participant deferral / active EE | $10,421 | $6,817+52.9% | $6,282+65.9% | $6,396+62.9% |
| Admin fee / account holder | $2,018 | $10,396-80.6% | $9,818-79.4% | $12,562-83.9% |