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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 | $78,369 | $101,618-22.9% | $93,063-15.8% | $137,256-42.9% |
| Participation rate | 92.9% | 74.9%+17.9pp | 72.1%+20.7pp | 80.0%+12.9pp |
| Annual return | 15.58% | 223.95%-208.4pp | 34.15%-18.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,760 | $4,279-35.5% | $3,958-30.3% | $6,407-56.9% |
| Admin fee / account holder | $474 | $6,198-92.4% | $6,033-92.1% | $12,270-96.1% |