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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 | $63,012 | $87,733-28.2% | $106,554-40.9% | $85,851-26.6% |
| Participation rate | 77.3% | 71.9%+5.3pp | 76.1%+1.1pp | 69.3%+8.0pp |
| Annual return | 8.31% | 21.86%-13.5pp | 26.80%-18.5pp | 318.63%-310.3pp |
| Employer contribution / active EE | $279 | $2,073-86.5% | $2,819-90.1% | $2,565-89.1% |
| Participant deferral / active EE | $2,881 | $3,469-17.0% | $4,398-34.5% | $3,952-27.1% |
| Admin fee / account holder | $6,458 | $6,767-4.6% | $7,408-12.8% | $6,261+3.1% |