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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 | $11,579 | $81,276-85.8% | $155,574-92.6% | $80,925-85.7% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 4.89% | 33.36%-28.5pp | 64.87%-60.0pp | 35.65%-30.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,014 | $3,453-41.7% | $5,629-64.2% | $4,299-53.1% |
| Admin fee / account holder | $2,821 | $7,993-64.7% | $15,914-82.3% | $6,940-59.4% |