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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 | $68,370 | $93,617-27.0% | $135,982-49.7% | $75,177-9.1% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.6pp | 67.2%+3.2pp |
| Annual return | 14.52% | 30.89%-16.4pp | 68.32%-53.8pp | 160.75%-146.2pp |
| Employer contribution / active EE | $349 | $3,538-90.1% | $4,859-92.8% | $2,671-86.9% |
| Participant deferral / active EE | $2,549 | $6,406-60.2% | $7,760-67.1% | $4,126-38.2% |
| Admin fee / account holder | $887 | $6,980-87.3% | $10,767-91.8% | $5,651-84.3% |