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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 | $133,132 | $93,598+42.2% | $135,974-2.1% | $75,173+77.1% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 14.76% | 30.89%-16.1pp | 68.30%-53.5pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,152 | $6,405+120.9% | $7,760+82.4% | $4,126+243.0% |
| Admin fee / account holder | $1,758 | $6,978-74.8% | $10,767-83.7% | $5,651-68.9% |