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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 | $75,248 | $93,589-19.6% | $135,942-44.6% | $75,181+0.1% |
| Participation rate | 71.2% | 75.2%-4.0pp | 81.9%-10.7pp | 67.2%+4.0pp |
| Annual return | 11.20% | 30.90%-19.7pp | 68.28%-57.1pp | 160.69%-149.5pp |
| Employer contribution / active EE | $588 | $3,537-83.4% | $4,858-87.9% | $2,671-78.0% |
| Participant deferral / active EE | $3,309 | $6,405-48.3% | $7,759-57.3% | $4,126-19.8% |
| Admin fee / account holder | $10,164 | $6,977+45.7% | $10,764-5.6% | $5,650+79.9% |