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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 | $76,097 | $47,944+58.7% | $67,834+12.2% | $62,881+21.0% |
| Participation rate | 72.0% | 61.1%+10.9pp | 68.8%+3.2pp | 69.3%+2.7pp |
| Annual return | 3.55% | 11.77%-8.2pp | 138.47%-134.9pp | 20.14%-16.6pp |
| Employer contribution / active EE | $198 | $1,562-87.3% | $2,403-91.8% | $2,281-91.3% |
| Participant deferral / active EE | $1,964 | $2,247-12.6% | $3,160-37.8% | $3,203-38.7% |
| Admin fee / account holder | $1,318 | $3,712-64.5% | $4,622-71.5% | $4,296-69.3% |