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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 | $52,547 | $101,618-48.3% | $93,063-43.5% | $137,256-61.7% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 39.11% | 223.95%-184.8pp | 34.15%+5.0pp | 220.34%-181.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,214 | $4,279+115.3% | $3,958+132.8% | $6,407+43.8% |
| Admin fee / account holder | $2,610 | $6,198-57.9% | $6,033-56.7% | $12,270-78.7% |