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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 | $139,077 | $176,105-21.0% | $159,474-12.8% | $167,536-17.0% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 5.76% | 331.91%-326.1pp | 263.68%-257.9pp | 478.82%-473.1pp |
| Employer contribution / active EE | $663 | $5,299-87.5% | $4,831-86.3% | $4,839-86.3% |
| Participant deferral / active EE | $5,146 | $7,751-33.6% | $7,353-30.0% | $6,342-18.9% |
| Admin fee / account holder | $16,638 | $12,559+32.5% | $10,802+54.0% | $12,315+35.1% |