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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 | $13,255 | $49,239-73.1% | $70,462-81.2% | $79,858-83.4% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 69.6%+27.2pp |
| Annual return | 1.90% | 30.08%-28.2pp | 109.08%-107.2pp | 31.72%-29.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,213 | $2,769-20.1% | $3,710-40.3% | $3,740-40.8% |
| Admin fee / account holder | $955 | $2,876-66.8% | $3,845-75.2% | $5,306-82.0% |