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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 | $116,701 | $198,457-41.2% | $170,435-31.5% | $147,586-20.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.52% | 257.30%-255.8pp | 205.94%-204.4pp | 578.59%-577.1pp |
| Employer contribution / active EE | $561 | $6,183-90.9% | $5,432-89.7% | $4,876-88.5% |
| Participant deferral / active EE | $2,290 | $5,629-59.3% | $4,939-53.6% | $5,439-57.9% |
| Admin fee / account holder | $1,227 | $16,852-92.7% | $13,881-91.2% | $10,886-88.7% |