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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 | $88,731 | $87,834+1.0% | $133,975-33.8% | $62,881+41.1% |
| Participation rate | 71.4% | 83.4%-11.9pp | 87.1%-15.6pp | 69.3%+2.1pp |
| Annual return | 5.55% | 12.05%-6.5pp | 29.29%-23.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,273 | $4,812-11.2% | $6,282-32.0% | $3,203+33.4% |
| Admin fee / account holder | $2,061 | $5,372-61.6% | $9,324-77.9% | $4,296-52.0% |