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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 | $55,261 | $45,050+22.7% | $63,018-12.3% | $70,126-21.2% |
| Participation rate | 74.4% | 69.5%+4.9pp | 74.8%-0.4pp | 69.5%+4.9pp |
| Annual return | 9.79% | 18.76%-9.0pp | 87.62%-77.8pp | 73.15%-63.4pp |
| Employer contribution / active EE | $25 | $2,052-98.8% | $2,761-99.1% | $2,343-98.9% |
| Participant deferral / active EE | $1,272 | $2,466-48.4% | $3,330-61.8% | $3,332-61.8% |
| Admin fee / account holder | $10,352 | $2,834+265.3% | $3,601+187.5% | $4,645+122.8% |