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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 | $68,153 | $209,428-67.5% | $178,498-61.8% | $158,950-57.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.26% | 188.78%-185.5pp | 151.09%-147.8pp | 302.91%-299.7pp |
| Employer contribution / active EE | $245 | $5,707-95.7% | $5,011-95.1% | $4,762-94.9% |
| Participant deferral / active EE | $11,267 | $5,955+89.2% | $5,202+116.6% | $5,983+88.3% |
| Admin fee / account holder | $524 | $17,077-96.9% | $13,985-96.3% | $11,248-95.3% |