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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 | $183,422 | $132,634+38.3% | $115,768+58.4% | $137,256+33.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 7.74% | 160.70%-153.0pp | 100.46%-92.7pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,874 | $5,619+4.5% | $4,917+19.5% | $6,407-8.3% |
| Admin fee / account holder | $17,526 | $15,028+16.6% | $12,439+40.9% | $12,270+42.8% |