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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 | $62,144 | $79,961-22.3% | $98,462-36.9% | $75,177-17.3% |
| Participation rate | 76.7% | 70.4%+6.4pp | 75.2%+1.6pp | 67.2%+9.5pp |
| Annual return | 11.30% | 19.75%-8.4pp | 21.17%-9.9pp | 160.75%-149.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,839 | $3,753-51.0% | $4,738-61.2% | $4,126-55.4% |
| Admin fee / account holder | $2,104 | $6,842-69.3% | $8,875-76.3% | $5,651-62.8% |