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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 | $16,564 | $118,875-86.1% | $96,572-82.8% | $167,553-90.1% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 3.58% | 50.50%-46.9pp | 37.79%-34.2pp | 478.89%-475.3pp |
| Employer contribution / active EE | $327 | $3,121-89.5% | $2,357-86.1% | $4,840-93.2% |
| Participant deferral / active EE | $2,929 | $4,617-36.6% | $3,850-23.9% | $6,343-53.8% |
| Admin fee / account holder | $1,919 | $8,070-76.2% | $6,183-69.0% | $12,316-84.4% |