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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 | $96,731 | $106,749-9.4% | $145,433-33.5% | $82,448+17.3% |
| Participation rate | 70.7% | 75.6%-4.9pp | 82.1%-11.4pp | 68.1%+2.7pp |
| Annual return | 13.80% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,407 | $6,519-47.7% | $7,897-56.9% | $4,139-17.7% |
| Admin fee / account holder | $8,724 | $8,390+4.0% | $13,129-33.6% | $7,234+20.6% |