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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 | $114,119-51.1% | $107,187-47.9% | $138,895-59.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 41.10% | 273.21%-232.1pp | 204.55%-163.4pp | 145.39%-104.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,179 | $5,538-42.6% | $5,096-37.6% | $6,396-50.3% |
| Admin fee / account holder | $3,119 | $10,024-68.9% | $9,162-66.0% | $12,562-75.2% |