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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 | $78,637 | $78,428+0.3% | $95,960-18.1% | $79,852-1.5% |
| Participation rate | 77.1% | 73.5%+3.7pp | 77.1%+0.1pp | 69.6%+7.5pp |
| Annual return | 8.00% | 19.37%-11.4pp | 91.63%-83.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,531 | $3,440-26.4% | $4,167-39.3% | $3,740-32.3% |
| Admin fee / account holder | $9,269 | $5,622+64.9% | $6,797+36.4% | $5,306+74.7% |