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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 | $59,884 | $110,240-45.7% | $96,544-38.0% | $139,487-57.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 7.78% | 26.41%-18.6pp | 25.88%-18.1pp | 373.84%-366.1pp |
| Employer contribution / active EE | $559 | $3,622-84.6% | $2,966-81.2% | $4,755-88.2% |
| Participant deferral / active EE | $3,273 | $5,549-41.0% | $4,851-32.5% | $6,713-51.2% |
| Admin fee / account holder | $1,220 | $11,602-89.5% | $8,254-85.2% | $11,407-89.3% |