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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 | $155,554 | $183,978-15.4% | $162,171-4.1% | $152,885+1.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 3.71% | 150.78%-147.1pp | 115.60%-111.9pp | 345.39%-341.7pp |
| Employer contribution / active EE | $380 | $6,370-94.0% | $5,613-93.2% | $4,763-92.0% |
| Participant deferral / active EE | $7,597 | $8,033-5.4% | $7,297+4.1% | $5,851+29.8% |
| Admin fee / account holder | $8,348 | $13,122-36.4% | $10,843-23.0% | $11,598-28.0% |