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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 | $173,400 | $80,985+114.1% | $96,576+79.5% | $75,181+130.6% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 10.35% | 27.05%-16.7pp | 25.87%-15.5pp | 160.69%-150.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,485 | $3,929+39.6% | $4,851+13.1% | $4,126+32.9% |
| Admin fee / account holder | $7,907 | $6,719+17.7% | $8,253-4.2% | $5,650+40.0% |