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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 | $84,893 | $98,776-14.1% | $149,745-43.3% | $79,856+6.3% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 12.00% | 27.38%-15.4pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $347 | $3,217-89.2% | $4,646-92.5% | $2,471-86.0% |
| Participant deferral / active EE | $6,360 | $5,681+11.9% | $6,843-7.1% | $3,741+70.0% |
| Admin fee / account holder | $22,323 | $6,053+268.8% | $9,312+139.7% | $5,306+320.7% |