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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 | $159,656 | $118,708+34.5% | $98,920+61.4% | $158,982+0.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 3.50% | 372.49%-369.0pp | 196.47%-193.0pp | 302.99%-299.5pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,560 | $5,089+9.3% | $4,245+31.0% | $5,983-7.1% |
| Admin fee / account holder | $10,985 | $10,134+8.4% | $6,643+65.4% | $11,252-2.4% |