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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 | $89,516 | $138,312-35.3% | $122,979-27.2% | $155,188-42.3% |
| Participation rate | 92.9% | 80.2%+12.7pp | 77.2%+15.7pp | 80.8%+12.1pp |
| Annual return | 10.66% | 22.06%-11.4pp | 20.12%-9.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $252 | $3,530-92.9% | $3,062-91.8% | $4,248-94.1% |
| Participant deferral / active EE | $6,336 | $5,592+13.3% | $5,003+26.6% | $6,531-3.0% |
| Admin fee / account holder | $9,373 | $15,089-37.9% | $12,864-27.1% | $14,480-35.3% |