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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 | $151,056 | $82,674+82.7% | $125,363+20.5% | $68,495+120.5% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -22.24% | -5.97%-16.3pp | 572.15%-594.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,857 | $6,111-36.9% | $7,447-48.2% | $4,028-4.2% |
| Admin fee / account holder | $3,972 | $6,276-36.7% | $10,005-60.3% | $5,403-26.5% |