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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 | $209,808 | $166,268+26.2% | $165,100+27.1% | $145,897+43.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.90% | 100.52%-92.6pp | 70.21%-62.3pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,200 | $6,964+75.2% | $6,035+102.1% | $6,689+82.4% |
| Admin fee / account holder | $1,084 | $16,659-93.5% | $12,696-91.5% | $13,390-91.9% |