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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 | $151,392 | $106,749+41.8% | $145,433+4.1% | $82,448+83.6% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 10.78% | 27.59%-16.8pp | 66.58%-55.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $513 | $3,444-85.1% | $4,554-88.7% | $2,551-79.9% |
| Participant deferral / active EE | $10,011 | $6,519+53.6% | $7,897+26.8% | $4,139+141.9% |
| Admin fee / account holder | $3,964 | $8,390-52.8% | $13,129-69.8% | $7,234-45.2% |