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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 | $77,941 | $78,197-0.3% | $98,090-20.5% | $82,637-5.7% |
| Participation rate | 83.0% | 77.5%+5.5pp | 81.5%+1.4pp | 68.1%+14.9pp |
| Annual return | 12.61% | 40.25%-27.6pp | 37.05%-24.4pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,484 | $6,636-32.4% | $7,845-42.8% | $4,126+8.7% |
| Admin fee / account holder | $18,770 | $14,832+26.6% | $11,815+58.9% | $7,339+155.8% |