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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 | $46,377 | $127,386-63.6% | $115,037-59.7% | $125,393-63.0% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -3.70% | 31.28%-35.0pp | 26.14%-29.8pp | 282.23%-285.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,014 | $6,423+87.1% | $6,026+99.4% | $5,351+124.5% |
| Admin fee / account holder | $9,674 | $9,516+1.7% | $8,175+18.3% | $9,541+1.4% |