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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 | $82,498 | $93,598-11.9% | $135,974-39.3% | $75,173+9.7% |
| Participation rate | 73.8% | 75.2%-1.4pp | 81.9%-8.1pp | 67.2%+6.6pp |
| Annual return | 14.86% | 30.89%-16.0pp | 68.30%-53.4pp | 160.72%-145.9pp |
| Employer contribution / active EE | $535 | $3,538-84.9% | $4,859-89.0% | $2,671-80.0% |
| Participant deferral / active EE | $5,009 | $6,405-21.8% | $7,760-35.5% | $4,126+21.4% |
| Admin fee / account holder | $4,026 | $6,978-42.3% | $10,767-62.6% | $5,651-28.7% |