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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 | $24,346 | $183,516-86.7% | $155,534-84.3% | $145,884-83.3% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 73.39% | 61.43%+12.0pp | 64.92%+8.5pp | 551.85%-478.5pp |
| Employer contribution / active EE | $999 | $5,315-81.2% | $4,675-78.6% | $4,662-78.6% |
| Participant deferral / active EE | $3,169 | $6,467-51.0% | $5,630-43.7% | $6,690-52.6% |
| Admin fee / account holder | $1,207 | $19,293-93.7% | $15,900-92.4% | $13,392-91.0% |