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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 | $15,073 | $61,125-75.3% | $94,057-84.0% | $87,485-82.8% |
| Participation rate | 94.1% | 64.1%+30.1pp | 73.3%+20.8pp | 68.9%+25.2pp |
| Annual return | 10.67% | 35.20%-24.5pp | 480.62%-470.0pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,269 | $3,260+0.3% | $4,709-30.6% | $4,274-23.5% |
| Admin fee / account holder | $833 | $5,629-85.2% | $7,244-88.5% | $7,775-89.3% |