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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 | $37,870 | $63,703-40.6% | $93,063-59.3% | $82,448-54.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 12.49% | -775.43%+787.9pp | 34.15%-21.7pp | 41.64%-29.1pp |
| Employer contribution / active EE | $290 | $1,729-83.2% | $2,476-88.3% | $2,551-88.6% |
| Participant deferral / active EE | $1,746 | $2,919-40.2% | $3,958-55.9% | $4,139-57.8% |
| Admin fee / account holder | $8,518 | $5,982+42.4% | $6,033+41.2% | $7,234+17.7% |