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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 | $116,087 | $157,296-26.2% | $141,191-17.8% | $152,897-24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.07% | 64.34%-51.3pp | 71.41%-58.3pp | 345.43%-332.4pp |
| Employer contribution / active EE | $833 | $5,262-84.2% | $4,736-82.4% | $4,764-82.5% |
| Participant deferral / active EE | $8,019 | $7,111+12.8% | $6,710+19.5% | $5,851+37.1% |
| Admin fee / account holder | $1,084 | $12,125-91.1% | $10,264-89.4% | $11,599-90.7% |