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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 | $41,381 | $190,879-78.3% | $160,009-74.1% | $134,532-69.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -21.13% | 552.63%-573.8pp | 408.85%-430.0pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,649 | $6,924-47.3% | $6,183-41.0% | $6,401-43.0% |
| Admin fee / account holder | $2,386 | $10,495-77.3% | $8,715-72.6% | $11,429-79.1% |