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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 | $204,550 | $197,637+3.5% | $177,848+15.0% | $158,982+28.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.49% | 58.77%-53.3pp | 48.33%-42.8pp | 302.99%-297.5pp |
| Employer contribution / active EE | $579 | $6,698-91.4% | $5,919-90.2% | $4,763-87.8% |
| Participant deferral / active EE | $5,694 | $8,405-32.2% | $7,714-26.2% | $5,983-4.8% |
| Admin fee / account holder | $2,367 | $15,406-84.6% | $12,431-81.0% | $11,252-79.0% |