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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 | $42,972 | $154,159-72.1% | $130,026-67.0% | $139,456-69.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 16.28% | 32.50%-16.2pp | -137.26%+153.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $913 | $5,292-82.7% | $4,321-78.9% | $4,753-80.8% |
| Participant deferral / active EE | $2,718 | $6,710-59.5% | $5,821-53.3% | $6,711-59.5% |
| Admin fee / account holder | $605 | $14,001-95.7% | $10,608-94.3% | $11,407-94.7% |