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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 | $63,008 | $129,737-51.4% | $119,126-47.1% | $154,746-59.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.70% | 379.08%-371.4pp | 282.11%-274.4pp | 172.34%-164.6pp |
| Employer contribution / active EE | $685 | $4,375-84.3% | $4,034-83.0% | $4,379-84.4% |
| Participant deferral / active EE | $2,551 | $5,842-56.3% | $5,318-52.0% | $6,730-62.1% |
| Admin fee / account holder | $4,381 | $11,961-63.4% | $10,693-59.0% | $14,365-69.5% |