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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 | $161,536 | $106,864+51.2% | $147,318+9.7% | $82,637+95.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.19% | 27.49%-14.3pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,674 | $6,496+79.7% | $7,906+47.7% | $4,126+182.9% |
| Admin fee / account holder | $9,870 | $8,415+17.3% | $13,708-28.0% | $7,339+34.5% |