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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 | $91,902 | $102,382-10.2% | $147,005-37.5% | $80,874+13.6% |
| Participation rate | 88.1% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 14.86% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $329 | $3,715-91.1% | $4,934-93.3% | $2,756-88.1% |
| Participant deferral / active EE | $3,303 | $6,646-50.3% | $8,070-59.1% | $4,297-23.1% |
| Admin fee / account holder | $12,345 | $7,942+55.4% | $13,006-5.1% | $6,935+78.0% |