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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 | $51,048 | $88,672-42.4% | $105,223-51.5% | $82,448-38.1% |
| Participation rate | 87.3% | 67.9%+19.4pp | 75.0%+12.3pp | 68.1%+19.2pp |
| Annual return | 11.96% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $485 | $3,048-84.1% | $3,689-86.8% | $2,551-81.0% |
| Participant deferral / active EE | $3,183 | $4,036-21.1% | $5,072-37.2% | $4,139-23.1% |
| Admin fee / account holder | $7,324 | $7,146+2.5% | $8,859-17.3% | $7,234+1.2% |