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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 | $191,694 | $172,111+11.4% | $150,298+27.5% | $137,256+39.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 11.00% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $397 | $4,636-91.4% | $4,154-90.4% | $4,156-90.4% |
| Participant deferral / active EE | $5,733 | $6,166-7.0% | $5,453+5.1% | $6,407-10.5% |
| Admin fee / account holder | $5,397 | $16,471-67.2% | $14,116-61.8% | $12,270-56.0% |