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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 | $83,729 | $67,602+23.9% | $82,312+1.7% | $70,126+19.4% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.9%-3.2pp | 69.5%+4.1pp |
| Annual return | 11.79% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $324 | $1,755-81.5% | $2,428-86.7% | $2,343-86.2% |
| Participant deferral / active EE | $2,974 | $2,987-0.4% | $3,706-19.7% | $3,332-10.7% |
| Admin fee / account holder | $2,764 | $4,512-38.7% | $5,608-50.7% | $4,645-40.5% |