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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 | $132,926 | $156,398-15.0% | $147,318-9.8% | $138,895-4.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.84% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $168 | $4,853-96.5% | $4,593-96.3% | $4,194-96.0% |
| Participant deferral / active EE | $8,878 | $8,237+7.8% | $7,906+12.3% | $6,396+38.8% |
| Admin fee / account holder | $16,664 | $14,976+11.3% | $13,708+21.6% | $12,562+32.7% |