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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 | $67,612 | $86,294-21.6% | $111,303-39.3% | $85,856-21.2% |
| Participation rate | 79.4% | 73.3%+6.1pp | 77.3%+2.1pp | 69.3%+10.1pp |
| Annual return | 7.32% | 19.99%-12.7pp | 54.66%-47.3pp | 318.58%-311.3pp |
| Employer contribution / active EE | $428 | $2,043-79.1% | $2,731-84.3% | $2,565-83.3% |
| Participant deferral / active EE | $4,766 | $3,641+30.9% | $4,487+6.2% | $3,952+20.6% |
| Admin fee / account holder | $4,647 | $8,189-43.3% | $7,966-41.7% | $6,261-25.8% |