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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 | $92,058 | $165,361-44.3% | $149,715-38.5% | $158,950-42.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 7.21% | 348.24%-341.0pp | 276.66%-269.5pp | 302.91%-295.7pp |
| Employer contribution / active EE | $668 | $5,103-86.9% | $4,645-85.6% | $4,762-86.0% |
| Participant deferral / active EE | $2,810 | $7,182-60.9% | $6,842-58.9% | $5,983-53.0% |
| Admin fee / account holder | $1,301 | $10,808-88.0% | $9,310-86.0% | $11,248-88.4% |