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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 | $120,832 | $88,707+36.2% | $74,184+62.9% | $273,972-55.9% |
| Participation rate | 70.6% | 79.4%-8.9pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 1.83% | 11.94%-10.1pp | 17.74%-15.9pp | 41.46%-39.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,113 | $4,212-26.1% | $3,550-12.3% | $5,287-41.1% |
| Admin fee / account holder | $45,779 | $8,717+425.2% | $5,586+719.6% | $10,133+351.8% |