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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 | $99,234 | $80,992+22.5% | $96,534+2.8% | $75,173+32.0% |
| Participation rate | 74.4% | 71.8%+2.6pp | 76.0%-1.6pp | 67.2%+7.2pp |
| Annual return | 10.66% | 27.05%-16.4pp | 25.88%-15.2pp | 160.72%-150.1pp |
| Employer contribution / active EE | $565 | $2,283-75.3% | $2,965-81.0% | $2,671-78.9% |
| Participant deferral / active EE | $5,496 | $3,929+39.9% | $4,851+13.3% | $4,126+33.2% |
| Admin fee / account holder | $2,185 | $6,717-67.5% | $8,253-73.5% | $5,651-61.3% |