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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 | $35,364 | $176,105-79.9% | $159,474-77.8% | $167,536-78.9% |
| Participation rate | 93.8% | 85.0%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 11.07% | 331.91%-320.8pp | 263.68%-252.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,960 | $7,751-23.1% | $7,353-18.9% | $6,342-6.0% |
| Admin fee / account holder | $723 | $12,559-94.2% | $10,802-93.3% | $12,315-94.1% |