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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 | $67,719 | $134,817-49.8% | $123,973-45.4% | $155,188-56.4% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.7%+7.6pp | 80.8%+3.4pp |
| Annual return | 6.55% | 515.49%-508.9pp | 388.13%-381.6pp | 148.84%-142.3pp |
| Employer contribution / active EE | $785 | $4,425-82.3% | $4,126-81.0% | $4,248-81.5% |
| Participant deferral / active EE | $3,790 | $5,706-33.6% | $5,247-27.8% | $6,531-42.0% |
| Admin fee / account holder | $2,295 | $13,245-82.7% | $11,799-80.6% | $14,480-84.2% |