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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 | $30,951 | $76,368-59.5% | $67,681-54.3% | $154,746-80.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 5.10% | 1066.77%-1061.7pp | 590.58%-585.5pp | 172.34%-167.2pp |
| Employer contribution / active EE | $271 | $3,151-91.4% | $2,678-89.9% | $4,379-93.8% |
| Participant deferral / active EE | $2,632 | $4,824-45.4% | $3,976-33.8% | $6,730-60.9% |
| Admin fee / account holder | $2,275 | $8,559-73.4% | $6,100-62.7% | $14,365-84.2% |