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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 | $16,871 | $49,976-66.2% | $66,674-74.7% | $82,637-79.6% |
| Participation rate | 75.0% | 63.1%+11.9pp | 73.7%+1.3pp | 68.1%+6.9pp |
| Annual return | 12.96% | 39.09%-26.1pp | 321.24%-308.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $2 | $1,988-99.9% | $2,620-99.9% | $2,552-99.9% |
| Participant deferral / active EE | $3,350 | $2,847+17.7% | $4,084-18.0% | $4,126-18.8% |
| Admin fee / account holder | $1,799 | $4,594-60.8% | $5,098-64.7% | $7,339-75.5% |