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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 | $174,379+9.9% | $152,093+26.0% | $138,895+38.0% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 11.00% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $397 | $4,652-91.5% | $4,175-90.5% | $4,194-90.5% |
| Participant deferral / active EE | $5,733 | $6,159-6.9% | $5,451+5.2% | $6,396-10.4% |
| Admin fee / account holder | $5,397 | $16,880-68.0% | $14,497-62.8% | $12,562-57.0% |