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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 | $82,344 | $85,766-4.0% | $136,298-39.6% | $70,126+17.4% |
| Participation rate | 85.0% | 74.2%+10.8pp | 81.9%+3.1pp | 69.5%+15.5pp |
| Annual return | 13.56% | 31.46%-17.9pp | 5156.27%-5142.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $425 | $2,966-85.7% | $4,696-90.9% | $2,343-81.9% |
| Participant deferral / active EE | $7,393 | $5,051+46.4% | $6,247+18.3% | $3,332+121.9% |
| Admin fee / account holder | $5,045 | $5,421-6.9% | $9,244-45.4% | $4,645+8.6% |