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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 | $194,651 | $165,381+17.7% | $149,730+30.0% | $158,966+22.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.53% | 348.29%-341.8pp | 276.70%-270.2pp | 302.95%-296.4pp |
| Employer contribution / active EE | $833 | $5,104-83.7% | $4,645-82.1% | $4,762-82.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $615 | $10,809-94.3% | $9,310-93.4% | $11,250-94.5% |