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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 | $7,837 | $58,275-86.6% | $81,844-90.4% | $80,935-90.3% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 10.52% | 41.82%-31.3pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $240 | $2,346-89.8% | $2,916-91.8% | $2,757-91.3% |
| Participant deferral / active EE | $1,869 | $3,285-43.1% | $4,323-56.8% | $4,299-56.5% |
| Admin fee / account holder | $1,251 | $4,749-73.6% | $7,355-83.0% | $6,924-81.9% |