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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 | $210,990 | $125,184+68.5% | $105,607+99.8% | $145,884+44.6% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 6.52% | 225.00%-218.5pp | 116.11%-109.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,568 | $5,714-20.1% | $5,011-8.8% | $6,690-31.7% |
| Admin fee / account holder | $2,009 | $17,133-88.3% | $10,958-81.7% | $13,392-85.0% |