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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 | $95,846 | $106,267-9.8% | $96,520-0.7% | $139,456-31.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.98% | 38.45%-30.5pp | 35.72%-27.7pp | 373.45%-365.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $17,311 | $5,454+217.4% | $4,879+254.8% | $6,711+157.9% |
| Admin fee / account holder | $446 | $7,882-94.3% | $6,733-93.4% | $11,407-96.1% |