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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 | $46,167 | $99,345-53.5% | $84,753-45.5% | $273,972-83.1% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | -0.02% | 22.93%-23.0pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,917 | $4,270-55.1% | $3,712-48.4% | $5,287-63.7% |
| Admin fee / account holder | $8,532 | $6,645+28.4% | $5,333+60.0% | $10,133-15.8% |