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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 | $11,142 | $51,638-78.4% | $68,368-83.7% | $82,448-86.5% |
| Participation rate | 79.4% | 63.6%+15.8pp | 73.8%+5.7pp | 68.1%+11.3pp |
| Annual return | 12.21% | 37.53%-25.3pp | 292.57%-280.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,038 | $2,914-30.0% | $4,123-50.6% | $4,139-50.8% |
| Admin fee / account holder | $1,108 | $4,643-76.1% | $5,150-78.5% | $7,234-84.7% |