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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 | $34,292 | $77,817-55.9% | $123,553-72.2% | $64,173-46.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.08% | 12.49%-21.6pp | 119.21%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $223 | $3,014-92.6% | $4,628-95.2% | $2,381-90.6% |
| Participant deferral / active EE | $3,134 | $5,240-40.2% | $6,426-51.2% | $3,470-9.7% |
| Admin fee / account holder | $304 | $5,519-94.5% | $9,284-96.7% | $4,887-93.8% |