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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 | $64,979 | $117,846-44.9% | $102,434-36.6% | $145,884-55.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 7.50% | 31.90%-24.4pp | 29.46%-22.0pp | 551.85%-544.3pp |
| Employer contribution / active EE | $675 | $3,615-81.3% | $3,023-77.7% | $4,662-85.5% |
| Participant deferral / active EE | $3,313 | $5,733-42.2% | $5,055-34.5% | $6,690-50.5% |
| Admin fee / account holder | $10,022 | $13,356-25.0% | $9,462+5.9% | $13,392-25.2% |