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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 | $146,728 | $162,821-9.9% | $133,978+9.5% | $158,982-7.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | -1.57% | 41.95%-43.5pp | 45.10%-46.7pp | 302.99%-304.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,221 | $5,910-45.5% | $5,047-36.2% | $5,983-46.2% |
| Admin fee / account holder | $2,367 | $11,742-79.8% | $8,930-73.5% | $11,252-79.0% |