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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 | $53,009 | $77,574-31.7% | $108,753-51.3% | $86,983-39.1% |
| Participation rate | 75.9% | 62.3%+13.6pp | 71.1%+4.8pp | 69.5%+6.3pp |
| Annual return | 11.46% | 18.42%-7.0pp | 37.47%-26.0pp | 25.83%-14.4pp |
| Employer contribution / active EE | $164 | $1,611-89.8% | $2,427-93.2% | $2,584-93.7% |
| Participant deferral / active EE | $3,534 | $3,128+13.0% | $4,115-14.1% | $4,194-15.7% |
| Admin fee / account holder | $1,143 | $6,529-82.5% | $10,320-88.9% | $7,856-85.5% |