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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 | $178,892 | $124,425+43.8% | $112,040+59.7% | $137,256+30.3% |
| Participation rate | 76.5% | 79.3%-2.8pp | 76.5%0pp | 80.0%-3.5pp |
| Annual return | 9.17% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $687 | $3,411-79.9% | $2,954-76.8% | $4,156-83.5% |
| Participant deferral / active EE | $7,591 | $5,718+32.7% | $5,098+48.9% | $6,407+18.5% |
| Admin fee / account holder | $20,916 | $15,207+37.5% | $12,098+72.9% | $12,270+70.5% |