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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 | $71,276 | $88,996-19.9% | $78,004-8.6% | $138,895-48.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | 10.21% | 28.03%-17.8pp | 31.07%-20.9pp | 145.39%-135.2pp |
| Employer contribution / active EE | $292 | $2,917-90.0% | $2,469-88.2% | $4,194-93.0% |
| Participant deferral / active EE | $9,740 | $4,724+106.2% | $4,092+138.0% | $6,396+52.3% |
| Admin fee / account holder | $2,050 | $8,807-76.7% | $7,578-72.9% | $12,562-83.7% |