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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 | $169,753 | $199,109-14.7% | $173,730-2.3% | $154,746+9.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 8.57% | 20.02%-11.4pp | 19.96%-11.4pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,538 | $7,113-36.2% | $6,326-28.3% | $6,730-32.6% |
| Admin fee / account holder | $4,176 | $20,916-80.0% | $17,523-76.2% | $14,365-70.9% |