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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 | $158,287 | $132,634+19.3% | $115,768+36.7% | $137,256+15.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.44% | 160.70%-146.3pp | 100.46%-86.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $420 | $3,360-87.5% | $2,940-85.7% | $4,156-89.9% |
| Participant deferral / active EE | $12,501 | $5,619+122.5% | $4,917+154.3% | $6,407+95.1% |
| Admin fee / account holder | $2,827 | $15,028-81.2% | $12,439-77.3% | $12,270-77.0% |