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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 | $92,539 | $155,555-40.5% | $146,866-37.0% | $155,188-40.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 10.16% | 115.41%-105.3pp | 102.85%-92.7pp | 148.84%-138.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,073 | $8,044+99.8% | $7,759+107.1% | $6,531+146.1% |
| Admin fee / account holder | $7,039 | $14,755-52.3% | $13,620-48.3% | $14,480-51.4% |