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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 | $176,874 | $129,737+36.3% | $119,126+48.5% | $154,746+14.3% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 4.90% | 379.08%-374.2pp | 282.11%-277.2pp | 172.34%-167.4pp |
| Employer contribution / active EE | $746 | $4,375-83.0% | $4,034-81.5% | $4,379-83.0% |
| Participant deferral / active EE | $5,968 | $5,842+2.2% | $5,318+12.2% | $6,730-11.3% |
| Admin fee / account holder | $2,667 | $11,961-77.7% | $10,693-75.1% | $14,365-81.4% |