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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 | $104,589 | $138,072-24.3% | $123,549-15.3% | $135,382-22.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -11.60% | 153.69%-165.3pp | 119.20%-130.8pp | 519.77%-531.4pp |
| Employer contribution / active EE | $277 | $5,152-94.6% | $4,628-94.0% | $4,779-94.2% |
| Participant deferral / active EE | $6,316 | $6,799-7.1% | $6,426-1.7% | $5,609+12.6% |
| Admin fee / account holder | $1,864 | $10,917-82.9% | $9,284-79.9% | $10,829-82.8% |