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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 | $27,266 | $166,242-83.6% | $165,071-83.5% | $145,884-81.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 15.97% | 100.44%-84.5pp | 70.17%-54.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $993 | $5,283-81.2% | $4,347-77.2% | $4,662-78.7% |
| Participant deferral / active EE | $3,934 | $6,964-43.5% | $6,035-34.8% | $6,690-41.2% |
| Admin fee / account holder | $2,617 | $16,658-84.3% | $12,695-79.4% | $13,392-80.5% |