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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 | $33,528 | $52,306-35.9% | $69,779-52.0% | $62,881-46.7% |
| Participation rate | 84.4% | 67.2%+17.1pp | 71.8%+12.6pp | 69.3%+15.1pp |
| Annual return | 2.55% | 13.35%-10.8pp | 12.99%-10.4pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,629 | $2,395-32.0% | $2,931-44.4% | $3,203-49.1% |
| Admin fee / account holder | $517 | $3,691-86.0% | $4,381-88.2% | $4,296-88.0% |