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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 | $6,059 | $29,736-79.6% | $56,033-89.2% | $80,935-92.5% |
| Participation rate | 97.0% | 41.7%+55.3pp | 52.5%+44.5pp | 67.7%+29.3pp |
| Annual return | 7.42% | 35.28%-27.9pp | 1711.38%-1704.0pp | 35.66%-28.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,265 | $1,228+3.0% | $1,954-35.3% | $4,299-70.6% |
| Admin fee / account holder | $403 | $2,434-83.4% | $2,827-85.7% | $6,924-94.2% |