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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 | $59,365 | $183,516-67.7% | $155,534-61.8% | $145,884-59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.52% | 61.43%-56.9pp | 64.92%-60.4pp | 551.85%-547.3pp |
| Employer contribution / active EE | -$983 | $5,315-118.5% | $4,675-121.0% | $4,662-121.1% |
| Participant deferral / active EE | $6,765 | $6,467+4.6% | $5,630+20.1% | $6,690+1.1% |
| Admin fee / account holder | $957 | $19,293-95.0% | $15,900-94.0% | $13,392-92.9% |