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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 | $25,975 | $70,121-63.0% | $63,803-59.3% | $138,895-81.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 8.89% | 946.48%-937.6pp | 543.72%-534.8pp | 145.39%-136.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,010 | $4,535-33.6% | $3,843-21.7% | $6,396-52.9% |
| Admin fee / account holder | $836 | $6,738-87.6% | $5,196-83.9% | $12,562-93.3% |