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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 | $57,119 | $100,060-42.9% | $149,721-61.8% | $70,126-18.5% |
| Participation rate | 79.1% | 83.6%-4.5pp | 87.1%-8.0pp | 69.5%+9.5pp |
| Annual return | 18.91% | 27.46%-8.6pp | 1501.67%-1482.8pp | 73.15%-54.2pp |
| Employer contribution / active EE | $612 | $3,661-83.3% | $5,444-88.8% | $2,343-73.9% |
| Participant deferral / active EE | $4,375 | $4,982-12.2% | $6,568-33.4% | $3,332+31.3% |
| Admin fee / account holder | $2,191 | $8,285-73.6% | $11,282-80.6% | $4,645-52.8% |