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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 | $139,326 | $124,425+12.0% | $112,040+24.4% | $137,256+1.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.14% | 24.72%-17.6pp | 24.52%-17.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,000 | $5,718-12.6% | $5,098-1.9% | $6,407-22.0% |
| Admin fee / account holder | $1,101 | $15,207-92.8% | $12,098-90.9% | $12,270-91.0% |