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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 | $82,508 | $103,392-20.2% | $87,104-5.3% | $152,897-46.0% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.9%+1.7pp | 82.5%-3.9pp |
| Annual return | 3.70% | 28.10%-24.4pp | 28.19%-24.5pp | 345.43%-341.7pp |
| Employer contribution / active EE | $580 | $3,221-82.0% | $2,521-77.0% | $4,764-87.8% |
| Participant deferral / active EE | $4,656 | $4,778-2.6% | $4,048+15.0% | $5,851-20.4% |
| Admin fee / account holder | $455 | $12,194-96.3% | $7,491-93.9% | $11,599-96.1% |