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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 | $64,411 | $73,787-12.7% | $98,716-34.8% | $82,448-21.9% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.3%+24.2pp | 68.1%+25.4pp |
| Annual return | 12.21% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | -$1 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,378 | $3,081+171.9% | $4,048+107.0% | $4,139+102.4% |
| Admin fee / account holder | $18,503 | $6,500+184.6% | $8,703+112.6% | $7,234+155.8% |