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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 | $191,489 | $228,352-16.1% | $185,827+3.0% | $158,950+20.5% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 8.87% | 40.81%-31.9pp | 35.96%-27.1pp | 302.91%-294.0pp |
| Employer contribution / active EE | $5 | $4,967-99.9% | $4,087-99.9% | $4,762-99.9% |
| Participant deferral / active EE | $1,970 | $6,416-69.3% | $5,633-65.0% | $5,983-67.1% |
| Admin fee / account holder | $687 | $11,867-94.2% | $9,502-92.8% | $11,248-93.9% |