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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 | $134,663 | $202,342-33.4% | $172,752-22.0% | $152,897-11.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 11.58% | 1029.83%-1018.2pp | 802.97%-791.4pp | 345.43%-333.8pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,750 | $5,948+13.5% | $5,198+29.9% | $5,851+15.4% |
| Admin fee / account holder | $1,265 | $17,111-92.6% | $13,955-90.9% | $11,599-89.1% |