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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 | $49,975 | $98,766-49.4% | $149,730-66.6% | $79,852-37.4% |
| Participation rate | 93.8% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.2pp |
| Annual return | 12.04% | 27.43%-15.4pp | 276.70%-264.7pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,999 | $5,681-47.2% | $6,843-56.2% | $3,740-19.8% |
| Admin fee / account holder | $1,685 | $6,052-72.2% | $9,310-81.9% | $5,306-68.3% |