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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 | $58,547 | $110,083-46.8% | $151,639-61.4% | $68,486-14.5% |
| Participation rate | 80.6% | 84.0%-3.3pp | 87.5%-6.8pp | 67.9%+12.8pp |
| Annual return | -9.01% | -10.12%+1.1pp | 3.34%-12.3pp | -7.85%-1.2pp |
| Employer contribution / active EE | $806 | $4,470-82.0% | $6,165-86.9% | $2,597-68.9% |
| Participant deferral / active EE | $3,947 | $6,526-39.5% | $8,363-52.8% | $4,028-2.0% |
| Admin fee / account holder | $982 | $7,718-87.3% | $11,613-91.5% | $5,404-81.8% |