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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 | $100,324 | $77,472+29.5% | $100,415-0.1% | $80,959+23.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 10.47% | 37.26%-26.8pp | 49.47%-39.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,836 | $6,818-58.4% | $8,091-64.9% | $4,300-34.0% |
| Admin fee / account holder | $9,610 | $5,885+63.3% | $7,906+21.6% | $6,925+38.8% |