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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 | $211,734 | $185,856+13.9% | $170,028+24.5% | $139,456+51.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.51% | 60.52%-53.0pp | 53.39%-45.9pp | 373.45%-365.9pp |
| Employer contribution / active EE | $1,052 | $7,593-86.1% | $6,788-84.5% | $4,753-77.9% |
| Participant deferral / active EE | $8,495 | $11,623-26.9% | $10,409-18.4% | $6,711+26.6% |
| Admin fee / account holder | $434 | $15,387-97.2% | $12,820-96.6% | $11,407-96.2% |