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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 | $92,197 | $174,379-47.1% | $152,093-39.4% | $138,895-33.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.21% | 74.86%-65.7pp | 66.36%-57.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $770 | $4,652-83.4% | $4,175-81.6% | $4,194-81.6% |
| Participant deferral / active EE | $4,872 | $6,159-20.9% | $5,451-10.6% | $6,396-23.8% |
| Admin fee / account holder | $1,652 | $16,880-90.2% | $14,497-88.6% | $12,562-86.9% |