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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 | $80,343 | $107,733-25.4% | $92,985-13.6% | $154,746-48.1% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 18.05% | 30.39%-12.3pp | 27.99%-9.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,418 | $5,053+7.2% | $4,377+23.8% | $6,730-19.5% |
| Admin fee / account holder | $832 | $11,369-92.7% | $9,463-91.2% | $14,365-94.2% |