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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 | $98,128 | $211,239-53.5% | $178,528-45.0% | $145,877-32.7% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 7.03% | 30.22%-23.2pp | 27.11%-20.1pp | 551.28%-544.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,997 | $6,963+72.3% | $6,278+91.1% | $6,691+79.3% |
| Admin fee / account holder | $10,431 | $12,095-13.8% | $10,419+0.1% | $13,402-22.2% |