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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 | $53,507 | $106,247-49.6% | $96,515-44.6% | $139,466-61.6% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | -1.27% | 38.47%-39.7pp | 35.73%-37.0pp | 373.66%-374.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,186 | $5,456-41.6% | $4,880-34.7% | $6,712-52.5% |
| Admin fee / account holder | $1,254 | $7,885-84.1% | $6,735-81.4% | $11,409-89.0% |