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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 | $36,201 | $202,342-82.1% | $172,752-79.0% | $152,897-76.3% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 5.77% | 1029.83%-1024.1pp | 802.97%-797.2pp | 345.43%-339.7pp |
| Employer contribution / active EE | $139 | $5,858-97.6% | $5,144-97.3% | $4,764-97.1% |
| Participant deferral / active EE | $2,910 | $5,948-51.1% | $5,198-44.0% | $5,851-50.3% |
| Admin fee / account holder | $726 | $17,111-95.8% | $13,955-94.8% | $11,599-93.7% |