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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 | $67,107 | $82,674-18.8% | $125,381-46.5% | $68,486-2.0% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $148 | $3,382-95.6% | $4,815-96.9% | $2,597-94.3% |
| Participant deferral / active EE | $7,254 | $6,111+18.7% | $7,448-2.6% | $4,028+80.1% |
| Admin fee / account holder | $1,325 | $6,277-78.9% | $10,007-86.8% | $5,404-75.5% |