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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 | $95,228 | $124,351-23.4% | $109,188-12.8% | $167,553-43.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 5.36% | 26.04%-20.7pp | 25.76%-20.4pp | 478.89%-473.5pp |
| Employer contribution / active EE | $447 | $4,210-89.4% | $3,723-88.0% | $4,840-90.8% |
| Participant deferral / active EE | $1,984 | $5,257-62.3% | $4,654-57.4% | $6,343-68.7% |
| Admin fee / account holder | $5,673 | $7,975-28.9% | $6,755-16.0% | $12,316-53.9% |