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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 | $30,581 | $86,288-64.6% | $111,306-72.5% | $85,851-64.4% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 8.19% | 19.99%-11.8pp | 54.67%-46.5pp | 318.63%-310.4pp |
| Employer contribution / active EE | $387 | $2,044-81.1% | $2,732-85.8% | $2,565-84.9% |
| Participant deferral / active EE | $3,956 | $3,641+8.7% | $4,488-11.8% | $3,952+0.1% |
| Admin fee / account holder | $3,853 | $8,189-52.9% | $7,966-51.6% | $6,261-38.5% |