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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 | $23,194 | $69,444-66.6% | $92,985-75.1% | $87,485-73.5% |
| Participation rate | 74.0% | 63.3%+10.7pp | 69.5%+4.5pp | 68.9%+5.1pp |
| Annual return | 9.39% | 23.85%-14.5pp | 27.99%-18.6pp | 26.06%-16.7pp |
| Employer contribution / active EE | $345 | $1,917-82.0% | $2,662-87.1% | $2,596-86.7% |
| Participant deferral / active EE | $2,045 | $3,364-39.2% | $4,377-53.3% | $4,274-52.2% |
| Admin fee / account holder | $328 | $6,137-94.7% | $9,463-96.5% | $7,775-95.8% |