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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 | $43,603 | $78,672-44.6% | $109,163-60.1% | $85,856-49.2% |
| Participation rate | 96.1% | 68.3%+27.8pp | 75.9%+20.2pp | 69.3%+26.8pp |
| Annual return | 10.96% | 25.09%-14.1pp | 25.75%-14.8pp | 318.58%-307.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,665 | $3,467+34.5% | $4,654+0.2% | $3,952+18.0% |
| Admin fee / account holder | $1,452 | $5,470-73.5% | $6,754-78.5% | $6,261-76.8% |