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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 | $35,573 | $88,370-59.7% | $112,977-68.5% | $79,852-55.5% |
| Participation rate | 89.5% | 76.8%+12.7pp | 82.6%+6.9pp | 69.6%+19.8pp |
| Annual return | 5.12% | 23.16%-18.0pp | 24.24%-19.1pp | 31.72%-26.6pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,465 | $4,536-45.7% | $5,836-57.8% | $3,740-34.1% |
| Admin fee / account holder | $880 | $5,750-84.7% | $6,294-86.0% | $5,306-83.4% |