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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 | $180,913 | $199,109-9.1% | $173,730+4.1% | $154,746+16.9% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.6%+15.7pp | 80.7%+14.5pp |
| Annual return | 7.05% | 20.02%-13.0pp | 19.96%-12.9pp | 172.34%-165.3pp |
| Employer contribution / active EE | $600 | $5,311-88.7% | $4,577-86.9% | $4,379-86.3% |
| Participant deferral / active EE | $5,184 | $7,113-27.1% | $6,326-18.1% | $6,730-23.0% |
| Admin fee / account holder | $87,615 | $20,916+318.9% | $17,523+400.0% | $14,365+509.9% |