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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 | $73,282 | $112,131-34.6% | $95,964-23.6% | $158,982-53.9% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 3.75% | 171.19%-167.4pp | 91.64%-87.9pp | 302.99%-299.2pp |
| Employer contribution / active EE | $435 | $3,199-86.4% | $2,541-82.9% | $4,763-90.9% |
| Participant deferral / active EE | $1,959 | $4,784-59.1% | $4,167-53.0% | $5,983-67.3% |
| Admin fee / account holder | $922 | $10,136-90.9% | $6,797-86.4% | $11,252-91.8% |