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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 | $62,733 | $58,523+7.2% | $99,479-36.9% | $72,976-14.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 6.46% | 28.51%-22.1pp | 30.72%-24.3pp | 81.02%-74.6pp |
| Employer contribution / active EE | $182 | $1,512-88.0% | $2,540-92.9% | $2,440-92.6% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,234 | $4,102+27.6% | $6,253-16.3% | $5,124+2.1% |