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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 | $31,607 | $160,059-80.3% | $140,019-77.4% | $135,382-76.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -9.39% | 911.44%-920.8pp | 651.15%-660.5pp | 519.77%-529.2pp |
| Employer contribution / active EE | $1,342 | $6,420-79.1% | $5,605-76.1% | $4,779-71.9% |
| Participant deferral / active EE | $6,107 | $7,641-20.1% | $6,927-11.8% | $5,609+8.9% |
| Admin fee / account holder | $338 | $13,328-97.5% | $10,705-96.8% | $10,829-96.9% |