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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,947 | $134,817-20.7% | $123,973-13.7% | $155,188-31.1% |
| Participation rate | 82.6% | 79.4%+3.2pp | 76.7%+6.0pp | 80.8%+1.8pp |
| Annual return | 5.26% | 515.49%-510.2pp | 388.13%-382.9pp | 148.84%-143.6pp |
| Employer contribution / active EE | $584 | $4,425-86.8% | $4,126-85.8% | $4,248-86.2% |
| Participant deferral / active EE | $6,307 | $5,706+10.5% | $5,247+20.2% | $6,531-3.4% |
| Admin fee / account holder | $3,245 | $13,245-75.5% | $11,799-72.5% | $14,480-77.6% |