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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 | $41,213 | $56,054-26.5% | $171,082-75.9% | $62,881-34.5% |
| Participation rate | 87.9% | 62.9%+25.0pp | 76.7%+11.2pp | 69.3%+18.6pp |
| Annual return | -2.31% | 22.52%-24.8pp | 32.56%-34.9pp | 20.14%-22.5pp |
| Employer contribution / active EE | $231 | $1,731-86.7% | $4,002-94.2% | $2,281-89.9% |
| Participant deferral / active EE | $1,664 | $3,158-47.3% | $4,797-65.3% | $3,203-48.1% |
| Admin fee / account holder | $1,574 | $3,647-56.8% | $8,520-81.5% | $4,296-63.4% |