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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,435 | $110,379-91.5% | $102,412-90.8% | $145,884-93.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -0.60% | 24.84%-25.4pp | 24.94%-25.5pp | 551.85%-552.4pp |
| Employer contribution / active EE | $719 | $4,216-82.9% | $3,870-81.4% | $4,662-84.6% |
| Participant deferral / active EE | $1,798 | $5,622-68.0% | $5,060-64.5% | $6,690-73.1% |
| Admin fee / account holder | $1,076 | $9,745-89.0% | $8,388-87.2% | $13,392-92.0% |