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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 | $67,215 | $183,592-63.4% | $155,567-56.8% | $145,959-53.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.41% | 61.24%-45.8pp | 64.74%-49.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $905 | $5,315-83.0% | $4,674-80.6% | $4,661-80.6% |
| Participant deferral / active EE | $8,074 | $6,464+24.9% | $5,628+43.5% | $6,689+20.7% |
| Admin fee / account holder | $5,617 | $19,318-70.9% | $15,916-64.7% | $13,398-58.1% |