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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 | $112,677 | $109,359+3.0% | $162,185-30.5% | $72,976+54.4% |
| Participation rate | 75.5% | 84.3%-8.7pp | 87.6%-12.0pp | 69.5%+6.0pp |
| Annual return | 12.25% | 25.46%-13.2pp | 115.61%-103.4pp | 81.02%-68.8pp |
| Employer contribution / active EE | $864 | $3,907-77.9% | $5,613-84.6% | $2,440-64.6% |
| Participant deferral / active EE | $5,716 | $5,481+4.3% | $7,297-21.7% | $3,608+58.4% |
| Admin fee / account holder | $6,550 | $7,972-17.8% | $10,844-39.6% | $5,124+27.8% |