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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 | $178,174-25.0% | $156,181-14.5% | $137,256-2.7% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.8%+5.8pp | 80.0%+4.7pp |
| Annual return | 8.05% | 84.19%-76.1pp | 64.87%-56.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $897 | $4,972-82.0% | $4,294-79.1% | $4,156-78.4% |
| Participant deferral / active EE | $6,084 | $6,888-11.7% | $6,132-0.8% | $6,407-5.0% |
| Admin fee / account holder | $7,050 | $17,404-59.5% | $14,586-51.7% | $12,270-42.5% |