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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 | $47,043 | $107,809-56.4% | $97,032-51.5% | $155,188-69.7% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 15.14% | 38.06%-22.9pp | 35.38%-20.2pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,462 | $5,129+104.0% | $4,672+123.9% | $6,531+60.2% |
| Admin fee / account holder | $21,001 | $10,717+96.0% | $9,418+123.0% | $14,480+45.0% |