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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 | $112,429 | $106,749+5.3% | $145,433-22.7% | $82,448+36.4% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 11.87% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $90 | $3,444-97.4% | $4,554-98.0% | $2,551-96.5% |
| Participant deferral / active EE | $7,675 | $6,519+17.7% | $7,897-2.8% | $4,139+85.4% |
| Admin fee / account holder | $10,290 | $8,390+22.6% | $13,129-21.6% | $7,234+42.2% |