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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 | $151,813 | $105,867+43.4% | $90,760+67.3% | $134,532+12.8% |
| Participation rate | 94.1% | 78.3%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | -21.38% | -10.99%-10.4pp | -12.16%-9.2pp | 418.27%-439.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,674 | $5,217-10.4% | $4,565+2.4% | $6,401-27.0% |
| Admin fee / account holder | $15,548 | $13,936+11.6% | $8,444+84.1% | $11,429+36.0% |