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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 | $64,394 | $49,177+30.9% | $79,467-19.0% | $64,173+0.3% |
| Participation rate | 97.4% | 65.0%+32.3pp | 73.3%+24.0pp | 69.6%+27.8pp |
| Annual return | -6.86% | -1.16%-5.7pp | 718.30%-725.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,268 | $2,821+51.3% | $3,704+15.2% | $3,470+23.0% |
| Admin fee / account holder | $940 | $3,839-75.5% | $5,104-81.6% | $4,887-80.8% |