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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 | $199,530 | $162,781+22.6% | $133,956+49.0% | $158,931+25.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.04% | 41.94%-38.9pp | 45.09%-42.1pp | 302.86%-299.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $26,000 | $5,911+339.9% | $5,048+415.1% | $5,982+334.6% |
| Admin fee / account holder | $1,278 | $11,736-89.1% | $8,927-85.7% | $11,247-88.6% |