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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 | $11,260 | $58,848-80.9% | $88,179-87.2% | $82,637-86.4% |
| Participation rate | 82.5% | 57.9%+24.6pp | 69.1%+13.4pp | 68.1%+14.4pp |
| Annual return | 11.72% | 22.76%-11.0pp | 64.97%-53.2pp | 53.51%-41.8pp |
| Employer contribution / active EE | $257 | $1,678-84.7% | $2,549-89.9% | $2,552-89.9% |
| Participant deferral / active EE | $2,630 | $3,124-15.8% | $4,614-43.0% | $4,126-36.3% |
| Admin fee / account holder | $1,472 | $4,795-69.3% | $7,673-80.8% | $7,339-79.9% |