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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 | $59,961 | $102,382-41.4% | $147,005-59.2% | $80,874-25.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.76% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $566 | $3,715-84.8% | $4,934-88.5% | $2,756-79.5% |
| Participant deferral / active EE | $8,613 | $6,646+29.6% | $8,070+6.7% | $4,297+100.4% |
| Admin fee / account holder | $11,423 | $7,942+43.8% | $13,006-12.2% | $6,935+64.7% |