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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 | $78,680 | $106,749-26.3% | $145,433-45.9% | $82,448-4.6% |
| Participation rate | 80.6% | 75.6%+5.0pp | 82.1%-1.5pp | 68.1%+12.6pp |
| Annual return | 12.46% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $643 | $3,444-81.3% | $4,554-85.9% | $2,551-74.8% |
| Participant deferral / active EE | $3,113 | $6,519-52.2% | $7,897-60.6% | $4,139-24.8% |
| Admin fee / account holder | $1,550 | $8,390-81.5% | $13,129-88.2% | $7,234-78.6% |