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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 | $69,649 | $93,589-25.6% | $135,942-48.8% | $75,181-7.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 14.57% | 30.90%-16.3pp | 68.28%-53.7pp | 160.69%-146.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,791 | $6,405-25.2% | $7,759-38.3% | $4,126+16.1% |
| Admin fee / account holder | $1,514 | $6,977-78.3% | $10,764-85.9% | $5,650-73.2% |