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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 | $87,654 | $162,136-45.9% | $152,301-42.4% | $154,746-43.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.54% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $813 | $4,890-83.4% | $4,624-82.4% | $4,379-81.4% |
| Participant deferral / active EE | $7,128 | $8,341-14.5% | $8,004-10.9% | $6,730+5.9% |
| Admin fee / account holder | $596 | $15,759-96.2% | $14,398-95.9% | $14,365-95.9% |