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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 | $53,678 | $123,793-56.6% | $177,848-69.8% | $79,856-32.8% |
| Participation rate | 93.3% | 84.7%+8.7pp | 87.7%+5.6pp | 69.6%+23.7pp |
| Annual return | 1.37% | 22.82%-21.5pp | 48.33%-47.0pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,180 | $4,095-71.2% | $5,919-80.1% | $2,471-52.2% |
| Participant deferral / active EE | $4,090 | $5,956-31.3% | $7,714-47.0% | $3,741+9.3% |
| Admin fee / account holder | $5,123 | $7,243-29.3% | $12,431-58.8% | $5,306-3.5% |