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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 | $55,838 | $129,737-57.0% | $119,126-53.1% | $154,746-63.9% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 41.10% | 379.08%-338.0pp | 282.11%-241.0pp | 172.34%-131.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,179 | $5,842-45.6% | $5,318-40.2% | $6,730-52.8% |
| Admin fee / account holder | $3,119 | $11,961-73.9% | $10,693-70.8% | $14,365-78.3% |