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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 | $148,068 | $154,228-4.0% | $145,433+1.8% | $137,256+7.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 6.02% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,432 | $8,216-70.4% | $7,897-69.2% | $6,407-62.0% |
| Admin fee / account holder | $4,156 | $14,344-71.0% | $13,129-68.3% | $12,270-66.1% |