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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 | $54,888 | $127,387-56.9% | $115,038-52.3% | $125,389-56.2% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -4.70% | 31.28%-36.0pp | 26.14%-30.8pp | 282.24%-286.9pp |
| Employer contribution / active EE | $654 | $5,166-87.3% | $4,608-85.8% | $4,866-86.6% |
| Participant deferral / active EE | $5,714 | $6,423-11.0% | $6,026-5.2% | $5,352+6.8% |
| Admin fee / account holder | $1,198 | $9,516-87.4% | $8,175-85.3% | $9,541-87.4% |