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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 | $27,989 | $106,008-73.6% | $92,240-69.7% | $147,586-81.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1.49% | 50.05%-48.6pp | 176.29%-174.8pp | 578.59%-577.1pp |
| Employer contribution / active EE | $625 | $4,333-85.6% | $3,680-83.0% | $4,876-87.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,343 | $6,333-63.0% | $5,194-54.9% | $10,886-78.5% |