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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 | $69,907 | $93,598-25.3% | $135,974-48.6% | $75,173-7.0% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 13.33% | 30.89%-17.6pp | 68.30%-55.0pp | 160.72%-147.4pp |
| Employer contribution / active EE | $634 | $3,538-82.1% | $4,859-87.0% | $2,671-76.3% |
| Participant deferral / active EE | $6,485 | $6,405+1.2% | $7,760-16.4% | $4,126+57.2% |
| Admin fee / account holder | $3,704 | $6,978-46.9% | $10,767-65.6% | $5,651-34.5% |