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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 | $75,556 | $114,712-34.1% | $173,730-56.5% | $87,485-13.6% |
| Participation rate | 76.9% | 73.0%+3.9pp | 79.6%-2.6pp | 68.9%+8.0pp |
| Annual return | 11.31% | 20.18%-8.9pp | 19.96%-8.6pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,117 | $4,642-32.9% | $6,326-50.7% | $4,274-27.1% |
| Admin fee / account holder | $1,200 | $10,210-88.2% | $17,523-93.2% | $7,775-84.6% |