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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 | $61,978 | $91,198-32.0% | $178,503-65.3% | $79,856-22.4% |
| Participation rate | 75.8% | 69.2%+6.5pp | 81.9%-6.2pp | 69.6%+6.1pp |
| Annual return | 7.12% | 24.20%-17.1pp | 151.12%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,288 | $3,237+32.5% | $5,202-17.6% | $3,741+14.6% |
| Admin fee / account holder | $27,399 | $6,748+306.0% | $13,987+95.9% | $5,306+416.3% |