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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 | $98,388 | $110,212-10.7% | $96,534+1.9% | $139,466-29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -7.69% | 26.42%-34.1pp | 25.88%-33.6pp | 373.66%-381.4pp |
| Employer contribution / active EE | $389 | $3,620-89.2% | $2,965-86.9% | $4,754-91.8% |
| Participant deferral / active EE | $3,311 | $5,547-40.3% | $4,851-31.8% | $6,712-50.7% |
| Admin fee / account holder | $1,621 | $11,599-86.0% | $8,253-80.4% | $11,409-85.8% |