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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 | $51,528 | $77,472-33.5% | $100,392-48.7% | $80,935-36.3% |
| Participation rate | 74.3% | 76.9%-2.7pp | 81.5%-7.2pp | 67.7%+6.6pp |
| Annual return | 10.75% | 37.26%-26.5pp | 49.45%-38.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,573 | $6,818+11.1% | $8,090-6.4% | $4,299+76.1% |
| Admin fee / account holder | $6,197 | $5,885+5.3% | $7,904-21.6% | $6,924-10.5% |