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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 | $34,871 | $56,544-38.3% | $75,501-53.8% | $70,126-50.3% |
| Participation rate | 77.1% | 68.1%+9.0pp | 72.4%+4.8pp | 69.5%+7.6pp |
| Annual return | 5.49% | 23.59%-18.1pp | 27.35%-21.9pp | 73.15%-67.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,464 | $2,580-43.3% | $3,142-53.4% | $3,332-56.1% |
| Admin fee / account holder | $985 | $3,827-74.3% | $5,801-83.0% | $4,645-78.8% |