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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 | $87,583 | $91,179-3.9% | $178,499-50.9% | $79,852+9.7% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 8.23% | 24.19%-16.0pp | 151.10%-142.9pp | 31.72%-23.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,253 | $3,236-61.3% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $27,097 | $6,749+301.5% | $13,986+93.7% | $5,306+410.7% |