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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 | $87,065 | $154,228-43.5% | $145,433-40.1% | $137,256-36.6% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 11.44% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,063 | $8,216-26.2% | $7,897-23.2% | $6,407-5.4% |
| Admin fee / account holder | $3,242 | $14,344-77.4% | $13,129-75.3% | $12,270-73.6% |