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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 | $127,753 | $138,385-7.7% | $184,243-30.7% | $80,925+57.9% |
| Participation rate | 73.5% | 83.9%-10.4pp | 86.8%-13.3pp | 67.7%+5.9pp |
| Annual return | 9.61% | 20.02%-10.4pp | 28.82%-19.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $180 | $4,851-96.3% | $6,427-97.2% | $2,756-93.5% |
| Participant deferral / active EE | $3,756 | $7,075-46.9% | $9,132-58.9% | $4,299-12.6% |
| Admin fee / account holder | $4,456 | $10,489-57.5% | $13,914-68.0% | $6,940-35.8% |