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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 | $77,961 | $148,623-47.5% | $135,974-42.7% | $139,466-44.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 10.81% | 79.30%-68.5pp | 68.30%-57.5pp | 373.66%-362.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,868 | $8,103+46.5% | $7,760+52.9% | $6,712+76.8% |
| Admin fee / account holder | $2,447 | $12,406-80.3% | $10,767-77.3% | $11,409-78.5% |