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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 | $43,116 | $159,978-73.0% | $147,041-70.7% | $145,978-70.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | -0.92% | 98.36%-99.3pp | 419.21%-420.1pp | 550.52%-551.4pp |
| Employer contribution / active EE | $34 | $5,288-99.4% | $4,935-99.3% | $4,662-99.3% |
| Participant deferral / active EE | $4,592 | $8,429-45.5% | $8,071-43.1% | $6,690-31.4% |
| Admin fee / account holder | $1,003 | $15,053-93.3% | $13,006-92.3% | $13,400-92.5% |