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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 | $59,953 | $104,098-42.4% | $140,514-57.3% | $94,015-36.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 5.03% | 15.14%-10.1pp | 14.36%-9.3pp | 17.84%-12.8pp |
| Employer contribution / active EE | $502 | $2,388-79.0% | $3,378-85.2% | $2,790-82.0% |
| Participant deferral / active EE | $3,874 | $4,033-3.9% | $4,919-21.2% | $4,249-8.8% |
| Admin fee / account holder | $7,829 | $10,439-25.0% | $13,697-42.8% | $8,951-12.5% |