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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 | $120,005 | $57,330+109.3% | $86,656+38.5% | $75,177+59.6% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+17.9pp | 67.2%+22.5pp |
| Annual return | 11.49% | 2675.40%-2663.9pp | 593.09%-581.6pp | 160.75%-149.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,403 | $3,320+62.8% | $4,439+21.7% | $4,126+30.9% |
| Admin fee / account holder | $9,730 | $4,115+136.5% | $5,619+73.2% | $5,651+72.2% |