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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 | $87,637 | $86,938+0.8% | $102,423-14.4% | $80,925+8.3% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.7%+9.8pp |
| Annual return | 19.09% | 18.89%+0.2pp | 29.42%-10.3pp | 35.65%-16.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,598 | $4,120+157.2% | $5,054+109.7% | $4,299+146.5% |
| Admin fee / account holder | $4,777 | $8,053-40.7% | $9,455-49.5% | $6,940-31.2% |