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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 | $128,345 | $202,342-36.6% | $172,752-25.7% | $152,897-16.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.61% | 1029.83%-1024.2pp | 802.97%-797.4pp | 345.43%-339.8pp |
| Employer contribution / active EE | $1,119 | $5,858-80.9% | $5,144-78.3% | $4,764-76.5% |
| Participant deferral / active EE | $6,106 | $5,948+2.7% | $5,198+17.5% | $5,851+4.4% |
| Admin fee / account holder | $4,701 | $17,111-72.5% | $13,955-66.3% | $11,599-59.5% |