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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 | $78,055 | $99,994-21.9% | $146,647-46.8% | $85,851-9.1% |
| Participation rate | 97.7% | 73.1%+24.6pp | 80.1%+17.6pp | 69.3%+28.4pp |
| Annual return | 11.24% | 18.93%-7.7pp | 22.75%-11.5pp | 318.63%-307.4pp |
| Employer contribution / active EE | $586 | $2,559-77.1% | $4,137-85.8% | $2,565-77.2% |
| Participant deferral / active EE | $3,207 | $4,006-19.9% | $5,506-41.8% | $3,952-18.9% |
| Admin fee / account holder | $2,736 | $7,703-64.5% | $10,281-73.4% | $6,261-56.3% |