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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 | $108,732 | $88,672+22.6% | $105,223+3.3% | $82,448+31.9% |
| Participation rate | 72.2% | 67.9%+4.3pp | 75.0%-2.8pp | 68.1%+4.2pp |
| Annual return | 10.52% | 30.86%-20.3pp | 180.65%-170.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $177 | $3,048-94.2% | $3,689-95.2% | $2,551-93.1% |
| Participant deferral / active EE | $3,699 | $4,036-8.4% | $5,072-27.1% | $4,139-10.6% |
| Admin fee / account holder | $9,253 | $7,146+29.5% | $8,859+4.4% | $7,234+27.9% |