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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 | $61,822 | $99,032-37.6% | $80,022-22.7% | $135,380-54.3% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -9.74% | 15.39%-25.1pp | 11.22%-21.0pp | 519.81%-529.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,222 | $4,282-1.4% | $3,686+14.6% | $5,609-24.7% |
| Admin fee / account holder | $1,100 | $10,436-89.5% | $6,521-83.1% | $10,828-89.8% |