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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 | $229,535 | $153,769+49.3% | $133,975+71.3% | $273,972-16.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.55% | 36.51%-37.1pp | 29.29%-29.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $995 | $6,029-83.5% | $5,211-80.9% | $4,869-79.6% |
| Participant deferral / active EE | $3,735 | $6,958-46.3% | $6,282-40.5% | $5,287-29.4% |
| Admin fee / account holder | $8,461 | $11,765-28.1% | $9,324-9.3% | $10,133-16.5% |