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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 | $138,118 | $110,379+25.1% | $102,412+34.9% | $145,884-5.3% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | -7.30% | 24.84%-32.1pp | 24.94%-32.2pp | 551.85%-559.1pp |
| Employer contribution / active EE | $781 | $4,216-81.5% | $3,870-79.8% | $4,662-83.3% |
| Participant deferral / active EE | $3,175 | $5,622-43.5% | $5,060-37.3% | $6,690-52.5% |
| Admin fee / account holder | $5,423 | $9,745-44.4% | $8,388-35.4% | $13,392-59.5% |