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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 | $36,662 | $114,119-67.9% | $107,187-65.8% | $138,895-73.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 10.72% | 273.21%-262.5pp | 204.55%-193.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,295 | $5,538-4.4% | $5,096+3.9% | $6,396-17.2% |
| Admin fee / account holder | $1,479 | $10,024-85.2% | $9,162-83.9% | $12,562-88.2% |