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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 | $53,474 | $101,795-47.5% | $165,100-67.6% | $80,959-33.9% |
| Participation rate | 87.2% | 71.8%+15.4pp | 78.6%+8.6pp | 67.7%+19.5pp |
| Annual return | 9.97% | 16.73%-6.8pp | 70.21%-60.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $274 | $2,954-90.7% | $4,348-93.7% | $2,757-90.1% |
| Participant deferral / active EE | $3,887 | $4,476-13.2% | $6,035-35.6% | $4,300-9.6% |
| Admin fee / account holder | $5,797 | $8,221-29.5% | $12,696-54.3% | $6,925-16.3% |