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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 | $57,095 | $94,031-39.3% | $115,768-50.7% | $82,448-30.7% |
| Participation rate | 81.6% | 70.4%+11.2pp | 74.4%+7.2pp | 68.1%+13.5pp |
| Annual return | 15.26% | 20.61%-5.3pp | 100.46%-85.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $9 | $2,323-99.6% | $2,940-99.7% | $2,551-99.7% |
| Participant deferral / active EE | $3,178 | $3,972-20.0% | $4,917-35.4% | $4,139-23.2% |
| Admin fee / account holder | $1,563 | $10,249-84.7% | $12,439-87.4% | $7,234-78.4% |