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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 | $55,307 | $209,336-73.6% | $197,124-71.9% | $137,256-59.7% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 11.45% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,201 | $6,591-81.8% | $6,227-80.7% | $4,156-71.1% |
| Participant deferral / active EE | $8,110 | $9,614-15.6% | $9,135-11.2% | $6,407+26.6% |
| Admin fee / account holder | $3,938 | $17,308-77.2% | $16,298-75.8% | $12,270-67.9% |