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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 | $62,486 | $86,288-27.6% | $111,306-43.9% | $85,851-27.2% |
| Participation rate | 76.5% | 73.3%+3.1pp | 77.3%-0.9pp | 69.3%+7.1pp |
| Annual return | 10.06% | 19.99%-9.9pp | 54.67%-44.6pp | 318.63%-308.6pp |
| Employer contribution / active EE | $342 | $2,044-83.3% | $2,732-87.5% | $2,565-86.7% |
| Participant deferral / active EE | $3,197 | $3,641-12.2% | $4,488-28.8% | $3,952-19.1% |
| Admin fee / account holder | $4,453 | $8,189-45.6% | $7,966-44.1% | $6,261-28.9% |