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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 | $21,566 | $211,224-89.8% | $178,505-87.9% | $145,897-85.2% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 7.21% | 30.28%-23.1pp | 27.16%-19.9pp | 552.29%-545.1pp |
| Employer contribution / active EE | $615 | $4,577-86.6% | $3,955-84.5% | $4,663-86.8% |
| Participant deferral / active EE | $4,872 | $6,966-30.1% | $6,280-22.4% | $6,689-27.2% |
| Admin fee / account holder | $536 | $12,109-95.6% | $10,428-94.9% | $13,390-96.0% |