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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 | $89,887 | $111,814-19.6% | $103,374-13.0% | $145,959-38.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 5.21% | 24.77%-19.6pp | 24.89%-19.7pp | 561.95%-556.7pp |
| Employer contribution / active EE | $699 | $4,214-83.4% | $3,869-81.9% | $4,661-85.0% |
| Participant deferral / active EE | $4,417 | $5,618-21.4% | $5,058-12.7% | $6,689-34.0% |
| Admin fee / account holder | $853 | $9,754-91.3% | $8,394-89.8% | $13,398-93.6% |