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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 | $54,517 | $111,814-51.2% | $103,374-47.3% | $145,959-62.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 7.42% | 24.77%-17.4pp | 24.89%-17.5pp | 561.95%-554.5pp |
| Employer contribution / active EE | $530 | $4,214-87.4% | $3,869-86.3% | $4,661-88.6% |
| Participant deferral / active EE | $5,296 | $5,618-5.7% | $5,058+4.7% | $6,689-20.8% |
| Admin fee / account holder | $1,422 | $9,754-85.4% | $8,394-83.1% | $13,398-89.4% |