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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 | $24,427 | $78,197-68.8% | $98,090-75.1% | $82,637-70.4% |
| Participation rate | 93.1% | 77.5%+15.6pp | 81.5%+11.6pp | 68.1%+25.0pp |
| Annual return | 33.42% | 40.25%-6.8pp | 37.05%-3.6pp | 53.51%-20.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,317 | $6,636+25.3% | $7,845+6.0% | $4,126+101.6% |
| Admin fee / account holder | $1,893 | $14,832-87.2% | $11,815-84.0% | $7,339-74.2% |