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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 | $105,666 | $160,040-34.0% | $147,096-28.2% | $145,877-27.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 8.97% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $726 | $5,289-86.3% | $4,936-85.3% | $4,663-84.4% |
| Participant deferral / active EE | $5,028 | $8,429-40.3% | $8,071-37.7% | $6,691-24.9% |
| Admin fee / account holder | $2,453 | $15,050-83.7% | $13,005-81.1% | $13,402-81.7% |