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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 | $52,594 | $100,784-47.8% | $191,597-72.5% | $82,637-36.4% |
| Participation rate | 75.4% | 70.5%+5.0pp | 76.9%-1.5pp | 68.1%+7.4pp |
| Annual return | 8.93% | 18.13%-9.2pp | 27.07%-18.1pp | 53.51%-44.6pp |
| Employer contribution / active EE | $542 | $3,102-82.5% | $5,025-89.2% | $2,552-78.8% |
| Participant deferral / active EE | $5,035 | $4,937+2.0% | $6,850-26.5% | $4,126+22.0% |
| Admin fee / account holder | $9,288 | $10,062-7.7% | $22,799-59.3% | $7,339+26.6% |