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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 | $51,638-70.8% | $68,368-78.0% | $82,448-81.7% |
| Participation rate | 94.1% | 63.6%+30.5pp | 73.8%+20.4pp | 68.1%+26.0pp |
| Annual return | 10.67% | 37.53%-26.9pp | 292.57%-281.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,269 | $2,914+12.2% | $4,123-20.7% | $4,139-21.0% |
| Admin fee / account holder | $833 | $4,643-82.1% | $5,150-83.8% | $7,234-88.5% |