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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 | $48,583 | $165,361-70.6% | $149,715-67.5% | $158,950-69.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.73% | 348.24%-340.5pp | 276.66%-268.9pp | 302.91%-295.2pp |
| Employer contribution / active EE | $714 | $5,103-86.0% | $4,645-84.6% | $4,762-85.0% |
| Participant deferral / active EE | $3,055 | $7,182-57.5% | $6,842-55.4% | $5,983-48.9% |
| Admin fee / account holder | $33,295 | $10,808+208.1% | $9,310+257.6% | $11,248+196.0% |