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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 | $33,858 | $67,894-50.1% | $89,340-62.1% | $82,448-58.9% |
| Participation rate | 86.2% | 64.0%+22.2pp | 69.6%+16.6pp | 68.1%+18.1pp |
| Annual return | 12.40% | 19.21%-6.8pp | 20.57%-8.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $136 | $1,828-92.6% | $2,231-93.9% | $2,551-94.7% |
| Participant deferral / active EE | $2,576 | $3,072-16.2% | $3,823-32.6% | $4,139-37.8% |
| Admin fee / account holder | $5,193 | $5,723-9.3% | $6,704-22.5% | $7,234-28.2% |