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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 | $209,808 | $166,089+26.3% | $164,928+27.2% | $145,978+43.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.90% | 100.26%-92.4pp | 70.08%-62.2pp | 550.52%-542.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,200 | $6,961+75.3% | $6,034+102.2% | $6,690+82.4% |
| Admin fee / account holder | $1,084 | $16,641-93.5% | $12,684-91.5% | $13,400-91.9% |