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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 | $52,549 | $98,776-46.8% | $149,745-64.9% | $79,856-34.2% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 9.21% | 27.38%-18.2pp | 276.72%-267.5pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,575 | $5,681+33.3% | $6,843+10.7% | $3,741+102.5% |
| Admin fee / account holder | $9,131 | $6,053+50.9% | $9,312-1.9% | $5,306+72.1% |