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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 | $19,326 | $22,602-14.5% | $65,328-70.4% | $75,181-74.3% |
| Participation rate | 77.3% | 63.1%+14.2pp | 64.9%+12.3pp | 67.2%+10.1pp |
| Annual return | 13.30% | 71.13%-57.8pp | 47.39%-34.1pp | 160.69%-147.4pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,856 | $1,695+9.5% | $2,832-34.5% | $4,126-55.0% |
| Admin fee / account holder | $2,556 | $1,877+36.2% | $4,116-37.9% | $5,650-54.8% |