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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 | $56,822 | $199,109-71.5% | $173,730-67.3% | $154,746-63.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.77% | 20.02%-12.3pp | 19.96%-12.2pp | 172.34%-164.6pp |
| Employer contribution / active EE | $161 | $5,311-97.0% | $4,577-96.5% | $4,379-96.3% |
| Participant deferral / active EE | $2,813 | $7,113-60.5% | $6,326-55.5% | $6,730-58.2% |
| Admin fee / account holder | $10,124 | $20,916-51.6% | $17,523-42.2% | $14,365-29.5% |