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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 | $79,936 | $209,425-61.8% | $178,499-55.2% | $158,966-49.7% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 1.03% | 188.80%-187.8pp | 151.10%-150.1pp | 302.95%-301.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,670 | $5,955-38.4% | $5,202-29.5% | $5,983-38.7% |
| Admin fee / account holder | $12,737 | $17,078-25.4% | $13,986-8.9% | $11,250+13.2% |