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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 | $72,261 | $76,551-5.6% | $123,894-41.7% | $62,881+14.9% |
| Participation rate | 89.7% | 73.0%+16.8pp | 81.4%+8.3pp | 69.3%+20.4pp |
| Annual return | 3.96% | 18.68%-14.7pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,667 | $4,840-44.9% | $5,984-55.4% | $3,203-16.7% |
| Admin fee / account holder | $4,281 | $4,826-11.3% | $8,357-48.8% | $4,296-0.3% |