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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 | $65,919 | $77,416-14.9% | $69,464-5.1% | $152,897-56.9% |
| Participation rate | 95.8% | 78.1%+17.7pp | 74.6%+21.2pp | 82.5%+13.4pp |
| Annual return | 1.51% | 39.08%-37.6pp | 28.98%-27.5pp | 345.43%-343.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,970 | $4,413+12.6% | $3,536+40.6% | $5,851-15.1% |
| Admin fee / account holder | $4,180 | $6,208-32.7% | $3,840+8.8% | $11,599-64.0% |