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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 | $36,654 | $154,193-76.2% | $130,045-71.8% | $139,466-73.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 5.81% | 32.51%-26.7pp | -137.30%+143.1pp | 373.66%-367.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,868 | $6,709+47.1% | $5,820+69.5% | $6,712+47.0% |
| Admin fee / account holder | $2,476 | $13,989-82.3% | $10,600-76.6% | $11,409-78.3% |