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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 | $174,913 | $213,785-18.2% | $185,441-5.7% | $155,188+12.7% |
| Participation rate | 71.4% | 83.2%-11.8pp | 80.3%-8.8pp | 80.8%-9.4pp |
| Annual return | 5.96% | 19.97%-14.0pp | 20.16%-14.2pp | 148.84%-142.9pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,414 | $6,864-35.7% | $6,152-28.2% | $6,531-32.4% |
| Admin fee / account holder | $2,514 | $21,134-88.1% | $17,890-85.9% | $14,480-82.6% |