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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 | $34,783 | $154,228-77.4% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 25.88% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,120 | $8,216+47.5% | $7,897+53.5% | $6,407+89.2% |
| Admin fee / account holder | $18,992 | $14,344+32.4% | $13,129+44.7% | $12,270+54.8% |