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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 | $146,918 | $99,875+47.1% | $146,8660% | $86,983+68.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.67% | 28.10%-6.4pp | 102.85%-81.2pp | 25.83%-4.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,029 | $6,322-36.3% | $7,759-48.1% | $4,194-3.9% |
| Admin fee / account holder | $2,721 | $7,838-65.3% | $13,620-80.0% | $7,856-65.4% |