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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 | $41,069 | $156,398-73.7% | $147,318-72.1% | $138,895-70.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 10.63% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,550 | $8,237-69.0% | $7,906-67.7% | $6,396-60.1% |
| Admin fee / account holder | $6,988 | $14,976-53.3% | $13,708-49.0% | $12,562-44.4% |