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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 | $212,386-45.3% | $199,883-41.9% | $138,895-16.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 1.56% | 47.75%-46.2pp | 43.81%-42.2pp | 145.39%-143.8pp |
| Employer contribution / active EE | $1,113 | $6,625-83.2% | $6,261-82.2% | $4,194-73.5% |
| Participant deferral / active EE | $16,452 | $9,617+71.1% | $9,138+80.0% | $6,396+157.2% |
| Admin fee / account holder | $710 | $18,233-96.1% | $17,268-95.9% | $12,562-94.4% |