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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 | $77,665 | $97,550-20.4% | $120,344-35.5% | $87,485-11.2% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.7%+4.8pp | 68.9%+12.5pp |
| Annual return | 11.53% | 18.41%-6.9pp | 20.30%-8.8pp | 26.06%-14.5pp |
| Employer contribution / active EE | $555 | $2,291-75.8% | $3,020-81.6% | $2,596-78.6% |
| Participant deferral / active EE | $4,048 | $4,230-4.3% | $5,135-21.2% | $4,274-5.3% |
| Admin fee / account holder | $6,679 | $9,543-30.0% | $12,742-47.6% | $7,775-14.1% |