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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 | $61,317 | $124,330-50.7% | $109,173-43.8% | $167,536-63.4% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 8.01% | 26.04%-18.0pp | 25.75%-17.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,342 | $5,256-55.4% | $4,654-49.7% | $6,342-63.1% |
| Admin fee / account holder | $3,002 | $7,974-62.4% | $6,755-55.6% | $12,315-75.6% |