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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 | $64,766 | $209,422-69.1% | $178,503-63.7% | $158,982-59.3% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 4.46% | 188.81%-184.3pp | 151.12%-146.7pp | 302.99%-298.5pp |
| Employer contribution / active EE | $447 | $5,707-92.2% | $5,011-91.1% | $4,763-90.6% |
| Participant deferral / active EE | $3,528 | $5,955-40.8% | $5,202-32.2% | $5,983-41.0% |
| Admin fee / account holder | $15,101 | $17,079-11.6% | $13,987+8.0% | $11,252+34.2% |