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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 | $155,813 | $106,524+46.3% | $152,301+2.3% | $87,485+78.1% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.4%-1.0pp | 68.9%+12.5pp |
| Annual return | 11.46% | 26.89%-15.4pp | 80.50%-69.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $170 | $3,371-95.0% | $4,624-96.3% | $2,596-93.5% |
| Participant deferral / active EE | $7,120 | $6,525+9.1% | $8,004-11.0% | $4,274+66.6% |
| Admin fee / account holder | $8,307 | $8,287+0.2% | $14,398-42.3% | $7,775+6.8% |