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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 | $69,961 | $71,872-2.7% | $86,691-19.3% | $68,495+2.1% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.2pp | 67.9%+3.5pp |
| Annual return | -26.04% | 3.53%-29.6pp | 35.94%-62.0pp | -7.84%-18.2pp |
| Employer contribution / active EE | $8 | $2,173-99.6% | $2,837-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $3,346 | $3,779-11.5% | $4,656-28.1% | $4,028-16.9% |
| Admin fee / account holder | $692 | $6,112-88.7% | $7,492-90.8% | $5,403-87.2% |