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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 | $32,836 | $77,920-57.9% | $149,723-78.1% | $75,177-56.3% |
| Participation rate | 75.7% | 65.6%+10.1pp | 78.8%-3.1pp | 67.2%+8.5pp |
| Annual return | 3.48% | 31.72%-28.2pp | 134.50%-131.0pp | 160.75%-157.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,750 | $3,411-19.4% | $5,682-51.6% | $4,126-33.3% |
| Admin fee / account holder | $4,961 | $5,951-16.6% | $13,215-62.5% | $5,651-12.2% |