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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 | $93,543 | $111,785-16.3% | $93,669-0.1% | $145,877-35.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 10.59% | 203.79%-193.2pp | 133.59%-123.0pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,238 | $4,919-54.5% | $4,416-49.3% | $6,691-66.6% |
| Admin fee / account holder | $11,541 | $10,256+12.5% | $8,291+39.2% | $13,402-13.9% |