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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 | $42,166 | $87,059-51.6% | $105,608-60.1% | $80,925-47.9% |
| Participation rate | 93.8% | 70.4%+23.3pp | 75.3%+18.5pp | 67.7%+26.1pp |
| Annual return | 9.17% | 17.05%-7.9pp | 116.50%-107.3pp | 35.65%-26.5pp |
| Employer contribution / active EE | $343 | $2,396-85.7% | $3,167-89.2% | $2,756-87.6% |
| Participant deferral / active EE | $2,032 | $3,986-49.0% | $5,010-59.4% | $4,299-52.7% |
| Admin fee / account holder | $11,241 | $8,443+33.1% | $11,028+1.9% | $6,940+62.0% |