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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 | $60,299 | $167,353-64.0% | $143,797-58.1% | $134,545-55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.03% | 0.48%-21.5pp | -0.04%-21.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $493 | $5,620-91.2% | $4,952-90.1% | $4,742-89.6% |
| Participant deferral / active EE | $9,856 | $6,447+52.9% | $5,638+74.8% | $6,401+54.0% |
| Admin fee / account holder | $959 | $18,096-94.7% | $14,679-93.5% | $11,431-91.6% |