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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 | $16,871 | $51,638-67.3% | $68,368-75.3% | $82,448-79.5% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 12.96% | 37.53%-24.6pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2 | $2,047-99.9% | $2,649-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $3,350 | $2,914+15.0% | $4,123-18.8% | $4,139-19.1% |
| Admin fee / account holder | $1,799 | $4,643-61.2% | $5,150-65.1% | $7,234-75.1% |