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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 | $235,378 | $275,752-14.6% | $256,809-8.3% | $198,609+18.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.85% | 34.81%-31.0pp | 32.73%-28.9pp | 202.70%-198.8pp |
| Employer contribution / active EE | $1,698 | $7,721-78.0% | $7,263-76.6% | $5,055-66.4% |
| Participant deferral / active EE | $7,279 | $10,037-27.5% | $9,520-23.5% | $6,977+4.3% |
| Admin fee / account holder | $2,039 | $25,716-92.1% | $25,146-91.9% | $19,030-89.3% |