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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 | $21,284 | $125,184-83.0% | $105,607-79.8% | $145,884-85.4% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 5.89% | 225.00%-219.1pp | 116.11%-110.2pp | 551.85%-546.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,202 | $5,714-26.5% | $5,011-16.2% | $6,690-37.2% |
| Admin fee / account holder | $719 | $17,133-95.8% | $10,958-93.4% | $13,392-94.6% |