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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 | $112,873 | $223,823-49.6% | $211,142-46.5% | $154,746-27.1% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 13.28% | 50.39%-37.1pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,115 | $6,787-83.6% | $6,442-82.7% | $4,379-74.5% |
| Participant deferral / active EE | $12,625 | $9,750+29.5% | $9,284+36.0% | $6,730+87.6% |
| Admin fee / account holder | $1,374 | $19,707-93.0% | $19,076-92.8% | $14,365-90.4% |