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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 | $58,334 | $51,638+13.0% | $68,368-14.7% | $82,448-29.2% |
| Participation rate | 76.5% | 63.6%+12.9pp | 73.8%+2.7pp | 68.1%+8.4pp |
| Annual return | 9.76% | 37.53%-27.8pp | 292.57%-282.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,815 | $2,914+133.9% | $4,123+65.3% | $4,139+64.6% |
| Admin fee / account holder | $1,885 | $4,643-59.4% | $5,150-63.4% | $7,234-73.9% |