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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 | $32,804 | $87,834-62.7% | $133,975-75.5% | $62,881-47.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -0.06% | 12.05%-12.1pp | 29.29%-29.4pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,546 | $4,812-5.5% | $6,282-27.6% | $3,203+41.9% |
| Admin fee / account holder | $3,799 | $5,372-29.3% | $9,324-59.3% | $4,296-11.6% |