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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 | $138,916 | $98,766+40.7% | $149,730-7.2% | $79,852+74.0% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 7.92% | 27.43%-19.5pp | 276.70%-268.8pp | 31.72%-23.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,807 | $5,681+19.8% | $6,843-0.5% | $3,740+82.0% |
| Admin fee / account holder | $416 | $6,052-93.1% | $9,310-95.5% | $5,306-92.2% |