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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 | $9,514 | $85,060-88.8% | $70,548-86.5% | $139,456-93.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 7.45% | 30.38%-22.9pp | 32.78%-25.3pp | 373.45%-366.0pp |
| Employer contribution / active EE | $110 | $3,911-97.2% | $2,975-96.3% | $4,753-97.7% |
| Participant deferral / active EE | $2,413 | $5,890-59.0% | $4,567-47.2% | $6,711-64.1% |
| Admin fee / account holder | $622 | $8,925-93.0% | $6,424-90.3% | $11,407-94.5% |