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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 | $104,714 | $111,535-6.1% | $105,223-0.5% | $137,256-23.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 11.58% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $458 | $3,939-88.4% | $3,689-87.6% | $4,156-89.0% |
| Participant deferral / active EE | $4,631 | $5,500-15.8% | $5,072-8.7% | $6,407-27.7% |
| Admin fee / account holder | $2,287 | $9,721-76.5% | $8,859-74.2% | $12,270-81.4% |