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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 | $117,266 | $178,174-34.2% | $156,181-24.9% | $137,256-14.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 8.76% | 84.19%-75.4pp | 64.87%-56.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $262 | $4,972-94.7% | $4,294-93.9% | $4,156-93.7% |
| Participant deferral / active EE | $2,847 | $6,888-58.7% | $6,132-53.6% | $6,407-55.6% |
| Admin fee / account holder | $4,811 | $17,404-72.4% | $14,586-67.0% | $12,270-60.8% |