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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 | $148,238 | $209,428-29.2% | $178,498-17.0% | $158,950-6.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.70% | 188.78%-184.1pp | 151.09%-146.4pp | 302.91%-298.2pp |
| Employer contribution / active EE | $1,088 | $5,707-80.9% | $5,011-78.3% | $4,762-77.1% |
| Participant deferral / active EE | $2,881 | $5,955-51.6% | $5,202-44.6% | $5,983-51.8% |
| Admin fee / account holder | $16,715 | $17,077-2.1% | $13,985+19.5% | $11,248+48.6% |