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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 | $174,913 | $184,014-4.9% | $161,149+8.5% | $138,895+25.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 5.96% | 21.52%-15.6pp | 21.16%-15.2pp | 145.39%-139.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,414 | $6,909-36.1% | $6,153-28.3% | $6,396-31.0% |
| Admin fee / account holder | $2,514 | $18,027-86.1% | $15,194-83.5% | $12,562-80.0% |