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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 | $67,402 | $77,419-12.9% | $69,461-3.0% | $152,885-55.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 19.45% | 39.07%-19.6pp | 28.97%-9.5pp | 345.39%-325.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,798 | $4,414+190.0% | $3,536+262.0% | $5,851+118.7% |
| Admin fee / account holder | $15,258 | $6,207+145.8% | $3,840+297.4% | $11,598+31.6% |