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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 | $29,605 | $172,111-82.8% | $150,298-80.3% | $137,256-78.4% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 9.04% | 69.37%-60.3pp | 62.79%-53.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,878 | $6,166-69.5% | $5,453-65.6% | $6,407-70.7% |
| Admin fee / account holder | $381 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |