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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 | $36,732 | $73,955-50.3% | $96,520-61.9% | $75,181-51.1% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 11.64% | 26.72%-15.1pp | 35.72%-24.1pp | 160.69%-149.0pp |
| Employer contribution / active EE | $45 | $2,930-98.4% | $3,739-98.8% | $2,671-98.3% |
| Participant deferral / active EE | $2,870 | $3,659-21.6% | $4,879-41.2% | $4,126-30.4% |
| Admin fee / account holder | $2,152 | $5,217-58.7% | $6,733-68.0% | $5,650-61.9% |