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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 | $36,792 | $102,429-64.1% | $147,096-75.0% | $80,925-54.5% |
| Participation rate | 77.2% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 16.93% | 135.02%-118.1pp | 419.75%-402.8pp | 35.65%-18.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,956 | $6,649+49.7% | $8,071+23.3% | $4,299+131.6% |
| Admin fee / account holder | $1,971 | $7,957-75.2% | $13,005-84.8% | $6,940-71.6% |