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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 | $101,156 | $110,212-8.2% | $96,534+4.8% | $139,466-27.5% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 12.70% | 26.42%-13.7pp | 25.88%-13.2pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,167 | $5,547+47.2% | $4,851+68.4% | $6,712+21.7% |
| Admin fee / account holder | $3,665 | $11,599-68.4% | $8,253-55.6% | $11,409-67.9% |