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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 | $76,026 | $86,940-12.6% | $102,434-25.8% | $80,935-6.1% |
| Participation rate | 73.8% | 72.4%+1.4pp | 76.5%-2.7pp | 67.7%+6.1pp |
| Annual return | 6.22% | 18.89%-12.7pp | 29.46%-23.2pp | 35.66%-29.4pp |
| Employer contribution / active EE | $527 | $2,370-77.8% | $3,023-82.6% | $2,757-80.9% |
| Participant deferral / active EE | $3,152 | $4,121-23.5% | $5,055-37.6% | $4,299-26.7% |
| Admin fee / account holder | $5,365 | $8,047-33.3% | $9,462-43.3% | $6,924-22.5% |