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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 | $21,598 | $183,516-88.2% | $155,534-86.1% | $145,884-85.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 8.01% | 61.43%-53.4pp | 64.92%-56.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $659 | $5,315-87.6% | $4,675-85.9% | $4,662-85.9% |
| Participant deferral / active EE | $3,000 | $6,467-53.6% | $5,630-46.7% | $6,690-55.2% |
| Admin fee / account holder | $1,048 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |