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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 | $30,057 | $53,128-43.4% | $86,582-65.3% | $70,126-57.1% |
| Participation rate | 83.7% | 65.3%+18.4pp | 73.5%+10.2pp | 69.5%+14.2pp |
| Annual return | 11.24% | 27.66%-16.4pp | 965.08%-953.8pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,048 | $2,695+87.3% | $3,609+39.9% | $3,332+51.5% |
| Admin fee / account holder | $4,933 | $3,584+37.6% | $4,904+0.6% | $4,645+6.2% |