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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 | $83,025 | $159,934-48.1% | $147,005-43.5% | $145,959-43.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.00% | 98.24%-89.2pp | 418.76%-409.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $771 | $5,287-85.4% | $4,934-84.4% | $4,661-83.5% |
| Participant deferral / active EE | $3,050 | $8,427-63.8% | $8,070-62.2% | $6,689-54.4% |
| Admin fee / account holder | $641 | $15,053-95.7% | $13,006-95.1% | $13,398-95.2% |