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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 | $76,931 | $157,304-51.1% | $141,197-45.5% | $152,909-49.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.90% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $922 | $5,263-82.5% | $4,736-80.5% | $4,764-80.6% |
| Participant deferral / active EE | $3,723 | $7,111-47.6% | $6,710-44.5% | $5,851-36.4% |
| Admin fee / account holder | $21,508 | $12,126+77.4% | $10,265+109.5% | $11,601+85.4% |