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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 | $59,095 | $166,268-64.5% | $165,100-64.2% | $145,897-59.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.65% | 100.52%-79.9pp | 70.21%-49.6pp | 552.29%-531.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,890 | $6,964-1.1% | $6,035+14.2% | $6,689+3.0% |
| Admin fee / account holder | $10,015 | $16,659-39.9% | $12,696-21.1% | $13,390-25.2% |