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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 | $6,975 | $57,590-87.9% | $86,233-91.9% | $82,448-91.5% |
| Participation rate | 78.1% | 57.9%+20.3pp | 69.0%+9.1pp | 68.1%+10.1pp |
| Annual return | 142.20% | 22.41%+119.8pp | 61.39%+80.8pp | 41.64%+100.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,406 | $3,080-54.4% | $4,559-69.2% | $4,139-66.0% |
| Admin fee / account holder | $482 | $4,730-89.8% | $8,342-94.2% | $7,234-93.3% |