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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 | $39,519 | $48,337-18.2% | $67,560-41.5% | $80,959-51.2% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.7%+18.0pp |
| Annual return | 9.37% | 18.26%-8.9pp | 3533.50%-3524.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $230 | $2,023-88.6% | $2,737-91.6% | $2,757-91.7% |
| Participant deferral / active EE | $4,016 | $2,928+37.1% | $4,004+0.3% | $4,300-6.6% |
| Admin fee / account holder | $5,050 | $3,695+36.7% | $3,994+26.4% | $6,925-27.1% |