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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 | $26,184 | $71,878-63.6% | $86,698-69.8% | $68,486-61.8% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -19.20% | 3.53%-22.7pp | 35.95%-55.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,655 | $3,779-3.3% | $4,656-21.5% | $4,028-9.2% |
| Admin fee / account holder | $1,319 | $6,113-78.4% | $7,493-82.4% | $5,404-75.6% |