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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 | $31,970 | $185,883-82.8% | $170,043-81.2% | $139,466-77.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 6.54% | 60.54%-54.0pp | 53.40%-46.9pp | 373.66%-367.1pp |
| Employer contribution / active EE | $871 | $7,596-88.5% | $6,790-87.2% | $4,754-81.7% |
| Participant deferral / active EE | $4,883 | $11,626-58.0% | $10,410-53.1% | $6,712-27.2% |
| Admin fee / account holder | $3,250 | $15,393-78.9% | $12,824-74.7% | $11,409-71.5% |