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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 | $62,253 | $85,766-27.4% | $136,298-54.3% | $70,126-11.2% |
| Participation rate | 82.7% | 74.2%+8.5pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 21.86% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,406 | $5,051+7.0% | $6,247-13.5% | $3,332+62.3% |
| Admin fee / account holder | $2,851 | $5,421-47.4% | $9,244-69.2% | $4,645-38.6% |