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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 | $139,385 | $72,269+92.9% | $101,271+37.6% | $79,852+74.6% |
| Participation rate | 92.3% | 68.5%+23.8pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | 9.84% | 22.29%-12.5pp | 46.48%-36.6pp | 31.72%-21.9pp |
| Employer contribution / active EE | $375 | $2,692-86.1% | $3,660-89.8% | $2,471-84.8% |
| Participant deferral / active EE | $2,485 | $3,282-24.3% | $4,371-43.1% | $3,740-33.6% |
| Admin fee / account holder | $1,908 | $4,401-56.6% | $5,948-67.9% | $5,306-64.0% |