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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 | $93,345+16.5% | $119,126-8.7% | $87,485+24.3% |
| Participation rate | 72.2% | 68.7%+3.5pp | 75.8%-3.5pp | 68.9%+3.3pp |
| Annual return | 10.52% | 19.08%-8.6pp | 282.11%-271.6pp | 26.06%-15.5pp |
| Employer contribution / active EE | $177 | $3,172-94.4% | $4,034-95.6% | $2,596-93.2% |
| Participant deferral / active EE | $3,699 | $4,099-9.8% | $5,318-30.4% | $4,274-13.5% |
| Admin fee / account holder | $9,253 | $8,039+15.1% | $10,693-13.5% | $7,775+19.0% |