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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 | $57,739 | $156,398-63.1% | $147,318-60.8% | $138,895-58.4% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.1pp | 79.9%+1.0pp |
| Annual return | 11.32% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,707 | $8,237-42.9% | $7,906-40.5% | $6,396-26.4% |
| Admin fee / account holder | $3,070 | $14,976-79.5% | $13,708-77.6% | $12,562-75.6% |