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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 | $191,033 | $148,623+28.5% | $135,974+40.5% | $139,466+37.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.82% | 79.30%-68.5pp | 68.30%-57.5pp | 373.66%-362.8pp |
| Employer contribution / active EE | $660 | $5,246-87.4% | $4,859-86.4% | $4,754-86.1% |
| Participant deferral / active EE | $18,750 | $8,103+131.4% | $7,760+141.6% | $6,712+179.4% |
| Admin fee / account holder | $5,812 | $12,406-53.2% | $10,767-46.0% | $11,409-49.1% |