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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 | $187,976 | $171,492+9.6% | $150,734+24.7% | $198,609-5.4% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 1.83% | 804.70%-802.9pp | 600.81%-599.0pp | 202.70%-200.9pp |
| Employer contribution / active EE | $1,331 | $5,470-75.7% | $4,918-72.9% | $5,055-73.7% |
| Participant deferral / active EE | $6,166 | $6,259-1.5% | $5,610+9.9% | $6,977-11.6% |
| Admin fee / account holder | $1,373 | $17,628-92.2% | $14,905-90.8% | $19,030-92.8% |