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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 | $19,923 | $117,829-83.1% | $102,423-80.5% | $145,877-86.3% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 6.45% | 31.83%-25.4pp | 29.42%-23.0pp | 551.28%-544.8pp |
| Employer contribution / active EE | $501 | $3,615-86.2% | $3,023-83.4% | $4,663-89.3% |
| Participant deferral / active EE | $1,828 | $5,732-68.1% | $5,054-63.8% | $6,691-72.7% |
| Admin fee / account holder | $1,598 | $13,335-88.0% | $9,455-83.1% | $13,402-88.1% |