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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 | $67,934 | $110,410-38.5% | $102,437-33.7% | $145,897-53.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 6.56% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.7pp |
| Employer contribution / active EE | $660 | $4,217-84.4% | $3,871-83.0% | $4,663-85.9% |
| Participant deferral / active EE | $1,666 | $5,622-70.4% | $5,060-67.1% | $6,689-75.1% |
| Admin fee / account holder | $1,668 | $9,745-82.9% | $8,388-80.1% | $13,390-87.5% |