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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 | $87,560 | $106,267-17.6% | $96,520-9.3% | $139,456-37.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.18% | 38.45%-29.3pp | 35.72%-26.5pp | 373.45%-364.3pp |
| Employer contribution / active EE | $476 | $4,105-88.4% | $3,739-87.3% | $4,753-90.0% |
| Participant deferral / active EE | $2,406 | $5,454-55.9% | $4,879-50.7% | $6,711-64.2% |
| Admin fee / account holder | $995 | $7,882-87.4% | $6,733-85.2% | $11,407-91.3% |