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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 | $229,467 | $202,342+13.4% | $172,752+32.8% | $152,897+50.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.92% | 1029.83%-1019.9pp | 802.97%-793.0pp | 345.43%-335.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,120 | $5,948+2.9% | $5,198+17.7% | $5,851+4.6% |
| Admin fee / account holder | $446 | $17,111-97.4% | $13,955-96.8% | $11,599-96.2% |