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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 | $43,492 | $78,428-44.5% | $95,960-54.7% | $79,852-45.5% |
| Participation rate | 77.4% | 73.5%+3.9pp | 77.1%+0.3pp | 69.6%+7.7pp |
| Annual return | 7.71% | 19.37%-11.7pp | 91.63%-83.9pp | 31.72%-24.0pp |
| Employer contribution / active EE | $363 | $1,945-81.4% | $2,541-85.7% | $2,471-85.3% |
| Participant deferral / active EE | $1,789 | $3,440-48.0% | $4,167-57.1% | $3,740-52.2% |
| Admin fee / account holder | $3,349 | $5,622-40.4% | $6,797-50.7% | $5,306-36.9% |