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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 | $98,719 | $125,190-21.1% | $105,624-6.5% | $145,897-32.3% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 11.27% | 225.22%-214.0pp | 116.20%-104.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,089 | $5,716-63.5% | $5,013-58.3% | $6,689-68.8% |
| Admin fee / account holder | $2,828 | $17,138-83.5% | $10,961-74.2% | $13,390-78.9% |