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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 | $178,174-4.7% | $156,181+8.7% | $137,256+23.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.57% | 84.19%-75.6pp | 64.87%-56.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,538 | $6,888-34.1% | $6,132-26.0% | $6,407-29.2% |
| Admin fee / account holder | $4,176 | $17,404-76.0% | $14,586-71.4% | $12,270-66.0% |