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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 | $61,352 | $211,288-71.0% | $178,540-65.6% | $145,884-57.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.76% | 30.27%-27.5pp | 27.15%-24.4pp | 551.85%-549.1pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,636 | $6,967+124.4% | $6,281+149.0% | $6,690+133.7% |
| Admin fee / account holder | $3,681 | $12,105-69.6% | $10,424-64.7% | $13,392-72.5% |