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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 | $86,514 | $100,194-13.7% | $122,979-29.7% | $86,983-0.5% |
| Participation rate | 92.3% | 73.0%+19.3pp | 77.2%+15.1pp | 69.5%+22.8pp |
| Annual return | 11.04% | 16.47%-5.4pp | 20.12%-9.1pp | 25.83%-14.8pp |
| Employer contribution / active EE | $607 | $2,326-73.9% | $3,062-80.2% | $2,584-76.5% |
| Participant deferral / active EE | $4,896 | $4,133+18.5% | $5,003-2.1% | $4,194+16.7% |
| Admin fee / account holder | $937 | $10,148-90.8% | $12,864-92.7% | $7,856-88.1% |