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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 | $221,080 | $105,866+108.8% | $90,766+143.6% | $134,545+64.3% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -21.88% | -10.99%-10.9pp | -12.16%-9.7pp | 418.37%-440.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,254 | $5,217-18.5% | $4,565-6.8% | $6,401-33.5% |
| Admin fee / account holder | $3,397 | $13,938-75.6% | $8,446-59.8% | $11,431-70.3% |