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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 | $140,441 | $157,296-10.7% | $141,191-0.5% | $152,897-8.1% |
| Participation rate | 82.4% | 84.8%-2.5pp | 82.5%-0.1pp | 82.5%-0.1pp |
| Annual return | 23.21% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $273 | $5,262-94.8% | $4,736-94.2% | $4,764-94.3% |
| Participant deferral / active EE | $7,359 | $7,111+3.5% | $6,710+9.7% | $5,851+25.8% |
| Admin fee / account holder | $1,653 | $12,125-86.4% | $10,264-83.9% | $11,599-85.7% |