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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 | $92,811-43.3% | $238,191-77.9% | $86,983-39.5% |
| Participation rate | 75.4% | 69.3%+6.1pp | 77.1%-1.7pp | 69.5%+5.9pp |
| Annual return | 8.93% | 16.16%-7.2pp | 13.02%-4.1pp | 25.83%-16.9pp |
| Employer contribution / active EE | $542 | $2,728-80.1% | $5,082-89.3% | $2,584-79.0% |
| Participant deferral / active EE | $5,035 | $4,479+12.4% | $6,726-25.1% | $4,194+20.1% |
| Admin fee / account holder | $9,288 | $9,177+1.2% | $34,582-73.1% | $7,856+18.2% |