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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 | $133,566 | $199,109-32.9% | $173,730-23.1% | $154,746-13.7% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.6%+5.0pp | 80.7%+3.9pp |
| Annual return | 8.05% | 20.02%-12.0pp | 19.96%-11.9pp | 172.34%-164.3pp |
| Employer contribution / active EE | $897 | $5,311-83.1% | $4,577-80.4% | $4,379-79.5% |
| Participant deferral / active EE | $6,084 | $7,113-14.5% | $6,326-3.8% | $6,730-9.6% |
| Admin fee / account holder | $7,050 | $20,916-66.3% | $17,523-59.8% | $14,365-50.9% |