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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 | $54,937 | $86,949-36.8% | $102,460-46.4% | $80,959-32.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.85% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $432 | $2,370-81.8% | $3,025-85.7% | $2,757-84.3% |
| Participant deferral / active EE | $8,550 | $4,121+107.5% | $5,056+69.1% | $4,300+98.8% |
| Admin fee / account holder | $7,378 | $8,048-8.3% | $9,460-22.0% | $6,925+6.5% |