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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 | $42,188 | $78,197-46.0% | $98,090-57.0% | $82,637-48.9% |
| Participation rate | 83.3% | 77.5%+5.9pp | 81.5%+1.8pp | 68.1%+15.3pp |
| Annual return | 22.88% | 40.25%-17.4pp | 37.05%-14.2pp | 53.51%-30.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,883 | $6,636+79.1% | $7,845+51.5% | $4,126+188.0% |
| Admin fee / account holder | $2,211 | $14,832-85.1% | $11,815-81.3% | $7,339-69.9% |