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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 | $168,442 | $176,105-4.4% | $159,474+5.6% | $167,536+0.5% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 9.00% | 331.91%-322.9pp | 263.68%-254.7pp | 478.82%-469.8pp |
| Employer contribution / active EE | $909 | $5,299-82.8% | $4,831-81.2% | $4,839-81.2% |
| Participant deferral / active EE | $9,089 | $7,751+17.3% | $7,353+23.6% | $6,342+43.3% |
| Admin fee / account holder | $2,089 | $12,559-83.4% | $10,802-80.7% | $12,315-83.0% |