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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 | $63,242 | $114,119-44.6% | $107,187-41.0% | $138,895-54.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.63% | 273.21%-262.6pp | 204.55%-193.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,475 | $5,538+215.6% | $5,096+242.9% | $6,396+173.2% |
| Admin fee / account holder | $308 | $10,024-96.9% | $9,162-96.6% | $12,562-97.6% |