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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 | $47,890 | $197,603-75.8% | $177,827-73.1% | $158,950-69.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.47% | 58.76%-59.2pp | 48.32%-48.8pp | 302.91%-303.4pp |
| Employer contribution / active EE | $1,121 | $6,698-83.3% | $5,918-81.1% | $4,762-76.5% |
| Participant deferral / active EE | $4,934 | $8,404-41.3% | $7,713-36.0% | $5,983-17.5% |
| Admin fee / account holder | $571 | $15,402-96.3% | $12,429-95.4% | $11,248-94.9% |