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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 | $77,783 | $114,119-31.8% | $107,187-27.4% | $138,895-44.0% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.3pp | 79.9%-6.2pp |
| Annual return | 10.23% | 273.21%-263.0pp | 204.55%-194.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $494 | $4,059-87.8% | $3,782-86.9% | $4,194-88.2% |
| Participant deferral / active EE | $3,073 | $5,538-44.5% | $5,096-39.7% | $6,396-52.0% |
| Admin fee / account holder | $649 | $10,024-93.5% | $9,162-92.9% | $12,562-94.8% |