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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 | $115,388 | $154,228-25.2% | $145,433-20.7% | $137,256-15.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | -0.25% | 74.59%-74.8pp | 66.58%-66.8pp | 220.34%-220.6pp |
| Employer contribution / active EE | $805 | $4,804-83.3% | $4,554-82.3% | $4,156-80.6% |
| Participant deferral / active EE | $6,800 | $8,216-17.2% | $7,897-13.9% | $6,407+6.1% |
| Admin fee / account holder | $3,124 | $14,344-78.2% | $13,129-76.2% | $12,270-74.5% |