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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 | $69,377 | $124,425-44.2% | $112,040-38.1% | $137,256-49.5% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 6.09% | 24.72%-18.6pp | 24.52%-18.4pp | 220.34%-214.3pp |
| Employer contribution / active EE | $534 | $3,411-84.4% | $2,954-81.9% | $4,156-87.2% |
| Participant deferral / active EE | $5,336 | $5,718-6.7% | $5,098+4.7% | $6,407-16.7% |
| Admin fee / account holder | $45,817 | $15,207+201.3% | $12,098+278.7% | $12,270+273.4% |