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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 | $84,662 | $101,950-17.0% | $125,529-32.6% | $86,983-2.7% |
| Participation rate | 81.1% | 70.2%+10.9pp | 74.7%+6.4pp | 69.5%+11.5pp |
| Annual return | 5.38% | 18.29%-12.9pp | 202.56%-197.2pp | 25.83%-20.5pp |
| Employer contribution / active EE | $21 | $2,358-99.1% | $3,058-99.3% | $2,584-99.2% |
| Participant deferral / active EE | $6,351 | $3,862+64.4% | $4,813+32.0% | $4,194+51.4% |
| Admin fee / account holder | $1,610 | $12,791-87.4% | $16,298-90.1% | $7,856-79.5% |