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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 | $36,423 | $87,834-58.5% | $133,975-72.8% | $62,881-42.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 4.77% | 12.05%-7.3pp | 29.29%-24.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $641 | $3,482-81.6% | $5,211-87.7% | $2,281-71.9% |
| Participant deferral / active EE | $2,278 | $4,812-52.7% | $6,282-63.7% | $3,203-28.9% |
| Admin fee / account holder | $1,199 | $5,372-77.7% | $9,324-87.1% | $4,296-72.1% |