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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 | $199,967 | $157,304+27.1% | $141,197+41.6% | $152,909+30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.29% | 64.34%-54.1pp | 71.41%-61.1pp | 345.46%-335.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $19,029 | $7,111+167.6% | $6,710+183.6% | $5,851+225.2% |
| Admin fee / account holder | $478 | $12,126-96.1% | $10,265-95.3% | $11,601-95.9% |