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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 | $28,208 | $48,011-41.2% | $63,803-55.8% | $82,637-65.9% |
| Participation rate | 80.0% | 66.6%+13.4pp | 72.7%+7.3pp | 68.1%+11.9pp |
| Annual return | 20.84% | 19.84%+1.0pp | 543.72%-522.9pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,743 | $2,846-3.6% | $3,843-28.6% | $4,126-33.5% |
| Admin fee / account holder | $2,137 | $3,873-44.8% | $5,196-58.9% | $7,339-70.9% |