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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 | $177,384 | $160,040+10.8% | $147,096+20.6% | $145,877+21.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 0.50% | 98.49%-98.0pp | 419.75%-419.3pp | 551.28%-550.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,006 | $8,429+78.0% | $8,071+85.9% | $6,691+124.3% |
| Admin fee / account holder | $16,238 | $15,050+7.9% | $13,005+24.9% | $13,402+21.2% |