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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 | $144,610 | $117,846+22.7% | $102,434+41.2% | $145,884-0.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.82% | 31.90%-24.1pp | 29.46%-21.6pp | 551.85%-544.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,206 | $5,733-9.2% | $5,055+3.0% | $6,690-22.2% |
| Admin fee / account holder | $9,201 | $13,356-31.1% | $9,462-2.8% | $13,392-31.3% |