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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 | $29,087 | $99,031-70.6% | $86,597-66.4% | $147,585-80.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.99% | 1312.56%-1306.6pp | 964.96%-959.0pp | 578.57%-572.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,892 | $3,972+149.0% | $3,609+174.1% | $5,439+81.9% |
| Admin fee / account holder | $8,548 | $5,711+49.7% | $4,906+74.2% | $10,885-21.5% |