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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 | $21,693 | $41,377-47.6% | $109,313-80.2% | $62,881-65.5% |
| Participation rate | 90.3% | 57.5%+32.8pp | 71.3%+19.1pp | 69.3%+21.0pp |
| Annual return | 0.55% | 11.05%-10.5pp | 22.07%-21.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,885 | $2,045-7.8% | $3,166-40.5% | $3,203-41.2% |
| Admin fee / account holder | $2,420 | $2,884-16.1% | $5,666-57.3% | $4,296-43.7% |