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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 | $79,677 | $162,136-50.9% | $152,301-47.7% | $154,746-48.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 16.04% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $778 | $4,890-84.1% | $4,624-83.2% | $4,379-82.2% |
| Participant deferral / active EE | $7,867 | $8,341-5.7% | $8,004-1.7% | $6,730+16.9% |
| Admin fee / account holder | $2,883 | $15,759-81.7% | $14,398-80.0% | $14,365-79.9% |