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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 | $23,408 | $74,535-68.6% | $100,712-76.8% | $82,637-71.7% |
| Participation rate | 71.4% | 61.2%+10.3pp | 69.3%+2.2pp | 68.1%+3.4pp |
| Annual return | 17.28% | 18.92%-1.6pp | 33.27%-16.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,143 | $3,074+2.3% | $4,085-23.1% | $4,126-23.8% |
| Admin fee / account holder | $1,161 | $6,576-82.3% | $9,256-87.5% | $7,339-84.2% |