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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 | $40,913 | $62,589-34.6% | $76,768-46.7% | $64,173-36.2% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | 4.77% | -1.95%+6.7pp | 2.43%+2.3pp | 7.63%-2.9pp |
| Employer contribution / active EE | $386 | $1,832-78.9% | $2,485-84.5% | $2,381-83.8% |
| Participant deferral / active EE | $2,922 | $3,145-7.1% | $3,852-24.1% | $3,470-15.8% |
| Admin fee / account holder | $7,641 | $4,667+63.7% | $6,675+14.5% | $4,887+56.3% |