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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 | $24,614 | $68,394-64.0% | $94,672-74.0% | $75,177-67.3% |
| Participation rate | 71.4% | 76.1%-4.6pp | 80.8%-9.4pp | 67.2%+4.2pp |
| Annual return | 194.19% | 616.92%-422.7pp | 156.89%+37.3pp | 160.75%+33.4pp |
| Employer contribution / active EE | $14 | $2,701-99.5% | $3,673-99.6% | $2,671-99.5% |
| Participant deferral / active EE | $8,402 | $6,536+28.6% | $7,417+13.3% | $4,126+103.6% |
| Admin fee / account holder | $2,362 | $5,326-55.7% | $7,222-67.3% | $5,651-58.2% |