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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 | $41,300 | $239,571-82.8% | $183,328-77.5% | $137,256-69.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 9.42% | 35.69%-26.3pp | 29.67%-20.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | -$1,705 | $6,148-127.7% | $5,055-133.7% | $4,156-141.0% |
| Participant deferral / active EE | $2,689 | $7,995-66.4% | $6,795-60.4% | $6,407-58.0% |
| Admin fee / account holder | $2,201 | $30,059-92.7% | $21,427-89.7% | $12,270-82.1% |