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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 | $76,806 | $100,805-23.8% | $86,698-11.4% | $134,532-42.9% |
| Participation rate | 90.0% | 79.0%+11.0pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -22.45% | 29.09%-51.5pp | 35.95%-58.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $503 | $3,490-85.6% | $2,837-82.3% | $4,741-89.4% |
| Participant deferral / active EE | $2,963 | $5,339-44.5% | $4,656-36.4% | $6,401-53.7% |
| Admin fee / account holder | $903 | $10,925-91.7% | $7,493-87.9% | $11,429-92.1% |