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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 | $97,371 | $100,970-3.6% | $96,576+0.8% | $137,256-29.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.71% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,955 | $8,286+56.3% | $7,956+62.8% | $6,407+102.2% |
| Admin fee / account holder | $44,671 | $11,312+294.9% | $11,381+292.5% | $12,270+264.1% |