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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 | $164,887 | $78,428+110.2% | $95,960+71.8% | $79,852+106.5% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 8.12% | 19.37%-11.3pp | 91.63%-83.5pp | 31.72%-23.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,454 | $3,440+29.5% | $4,167+6.9% | $3,740+19.1% |
| Admin fee / account holder | $11,464 | $5,622+103.9% | $6,797+68.7% | $5,306+116.0% |