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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 | $147,952 | $202,342-26.9% | $172,752-14.4% | $152,897-3.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.00% | 1029.83%-1017.8pp | 802.97%-791.0pp | 345.43%-333.4pp |
| Employer contribution / active EE | $1,130 | $5,858-80.7% | $5,144-78.0% | $4,764-76.3% |
| Participant deferral / active EE | $3,703 | $5,948-37.7% | $5,198-28.8% | $5,851-36.7% |
| Admin fee / account holder | $1,041 | $17,111-93.9% | $13,955-92.5% | $11,599-91.0% |