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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 | $229,129 | $102,635+123.2% | $86,209+165.8% | $139,456+64.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 7.53% | 1923.53%-1916.0pp | 1169.05%-1161.5pp | 373.45%-365.9pp |
| Employer contribution / active EE | $466 | $3,034-84.6% | $2,381-80.4% | $4,753-90.2% |
| Participant deferral / active EE | $3,366 | $4,677-28.0% | $3,986-15.6% | $6,711-49.9% |
| Admin fee / account holder | $32,960 | $8,661+280.6% | $6,853+381.0% | $11,407+188.9% |