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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 | $116,075 | $209,336-44.6% | $197,124-41.1% | $137,256-15.4% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 1.56% | 48.09%-46.5pp | 44.34%-42.8pp | 220.34%-218.8pp |
| Employer contribution / active EE | $1,113 | $6,591-83.1% | $6,227-82.1% | $4,156-73.2% |
| Participant deferral / active EE | $16,452 | $9,614+71.1% | $9,135+80.1% | $6,407+156.8% |
| Admin fee / account holder | $710 | $17,308-95.9% | $16,298-95.6% | $12,270-94.2% |