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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 | $20,932 | $77,817-73.1% | $123,553-83.1% | $64,173-67.4% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -8.59% | 12.49%-21.1pp | 119.21%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,702 | $5,240+47.0% | $6,426+19.9% | $3,470+122.0% |
| Admin fee / account holder | $2,308 | $5,519-58.2% | $9,284-75.1% | $4,887-52.8% |