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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 | $36,307 | $202,342-82.1% | $172,752-79.0% | $152,897-76.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.04% | 1029.83%-1026.8pp | 802.97%-799.9pp | 345.43%-342.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,383 | $5,948-26.3% | $5,198-15.7% | $5,851-25.1% |
| Admin fee / account holder | $974 | $17,111-94.3% | $13,955-93.0% | $11,599-91.6% |