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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 | $72,951 | $69,977+4.2% | $108,582-32.8% | $62,881+16.0% |
| Participation rate | 92.1% | 72.9%+19.2pp | 79.6%+12.5pp | 69.3%+22.8pp |
| Annual return | -0.28% | 10.73%-11.0pp | -51.70%+51.4pp | 20.14%-20.4pp |
| Employer contribution / active EE | $395 | $2,135-81.5% | $3,758-89.5% | $2,281-82.7% |
| Participant deferral / active EE | $3,702 | $3,165+17.0% | $4,311-14.1% | $3,203+15.6% |
| Admin fee / account holder | $3,875 | $5,076-23.7% | $7,645-49.3% | $4,296-9.8% |