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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 | $63,551 | $107,809-41.1% | $97,032-34.5% | $155,188-59.0% |
| Participation rate | 83.3% | 75.5%+7.9pp | 71.6%+11.8pp | 80.8%+2.5pp |
| Annual return | 4.55% | 38.06%-33.5pp | 35.38%-30.8pp | 148.84%-144.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,013 | $5,129-80.3% | $4,672-78.3% | $6,531-84.5% |
| Admin fee / account holder | $2,540 | $10,717-76.3% | $9,418-73.0% | $14,480-82.5% |