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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 | $140,693 | $176,105-20.1% | $159,474-11.8% | $167,536-16.0% |
| Participation rate | 94.4% | 85.0%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 9.70% | 331.91%-322.2pp | 263.68%-254.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $808 | $5,299-84.7% | $4,831-83.3% | $4,839-83.3% |
| Participant deferral / active EE | $7,086 | $7,751-8.6% | $7,353-3.6% | $6,342+11.7% |
| Admin fee / account holder | $12,109 | $12,559-3.6% | $10,802+12.1% | $12,315-1.7% |