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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 | $35,828 | $76,551-53.2% | $123,894-71.1% | $62,881-43.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -6.54% | 18.68%-25.2pp | 47.52%-54.1pp | 20.14%-26.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,875 | $4,840-19.9% | $5,984-35.2% | $3,203+21.0% |
| Admin fee / account holder | $6,146 | $4,826+27.4% | $8,357-26.5% | $4,296+43.1% |