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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 | $21,437 | $138,078-84.5% | $125,363-82.9% | $134,509-84.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -21.17% | 750.49%-771.7pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $668 | $5,245-87.3% | $4,815-86.1% | $4,741-85.9% |
| Participant deferral / active EE | $7,751 | $7,800-0.6% | $7,447+4.1% | $6,400+21.1% |
| Admin fee / account holder | $1,194 | $11,566-89.7% | $10,005-88.1% | $11,427-89.5% |