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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 | $111,515 | $109,359+2.0% | $162,171-31.2% | $72,983+52.8% |
| Participation rate | 83.7% | 84.3%-0.5pp | 87.6%-3.8pp | 69.5%+14.2pp |
| Annual return | 1.69% | 25.46%-23.8pp | 115.60%-113.9pp | 81.01%-79.3pp |
| Employer contribution / active EE | $18 | $3,907-99.6% | $5,613-99.7% | $2,440-99.3% |
| Participant deferral / active EE | $4,468 | $5,481-18.5% | $7,297-38.8% | $3,608+23.8% |
| Admin fee / account holder | $374 | $7,972-95.3% | $10,843-96.5% | $5,124-92.7% |