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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 | $22,738 | $92,219-75.3% | $76,766-70.4% | $135,382-83.2% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -10.93% | 5.46%-16.4pp | 2.43%-13.4pp | 519.77%-530.7pp |
| Employer contribution / active EE | $456 | $3,216-85.8% | $2,485-81.7% | $4,779-90.5% |
| Participant deferral / active EE | $3,782 | $4,508-16.1% | $3,851-1.8% | $5,609-32.6% |
| Admin fee / account holder | $409 | $10,749-96.2% | $6,675-93.9% | $10,829-96.2% |