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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 | $49,093 | $67,894-27.7% | $89,340-45.0% | $82,448-40.5% |
| Participation rate | 97.7% | 64.0%+33.6pp | 69.6%+28.1pp | 68.1%+29.6pp |
| Annual return | 12.61% | 19.21%-6.6pp | 20.57%-8.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $349 | $1,828-80.9% | $2,231-84.4% | $2,551-86.3% |
| Participant deferral / active EE | $2,540 | $3,072-17.3% | $3,823-33.6% | $4,139-38.6% |
| Admin fee / account holder | $5,020 | $5,723-12.3% | $6,704-25.1% | $7,234-30.6% |