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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 | $81,645 | $103,000-20.7% | $90,300-9.6% | $152,885-46.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.73% | 95.19%-73.5pp | 78.11%-56.4pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,666 | $4,281-37.7% | $3,884-31.4% | $5,851-54.4% |
| Admin fee / account holder | $2,086 | $6,173-66.2% | $5,353-61.0% | $11,598-82.0% |