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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 | $76,834-31.0% | $108,359-51.1% | $87,485-39.4% |
| Participation rate | 75.9% | 61.7%+14.1pp | 70.1%+5.7pp | 68.9%+6.9pp |
| Annual return | 11.46% | 19.09%-7.6pp | 36.89%-25.4pp | 26.06%-14.6pp |
| Employer contribution / active EE | $164 | $1,556-89.5% | $2,399-93.2% | $2,596-93.7% |
| Participant deferral / active EE | $3,534 | $3,100+14.0% | $4,137-14.6% | $4,274-17.3% |
| Admin fee / account holder | $1,143 | $6,537-82.5% | $9,741-88.3% | $7,775-85.3% |