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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 | $19,770 | $87,166-77.3% | $76,735-74.2% | $137,256-85.6% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 22.03% | 26.50%-4.5pp | 29.77%-7.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $54 | $2,904-98.1% | $2,454-97.8% | $4,156-98.7% |
| Participant deferral / active EE | $2,083 | $4,726-55.9% | $4,088-49.0% | $6,407-67.5% |
| Admin fee / account holder | $536 | $8,403-93.6% | $7,189-92.5% | $12,270-95.6% |