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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 | $13,868 | $57,305-75.8% | $86,640-84.0% | $75,173-81.6% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 10.91% | 2674.24%-2663.3pp | 592.52%-581.6pp | 160.72%-149.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,661 | $3,320+40.4% | $4,438+5.0% | $4,126+13.0% |
| Admin fee / account holder | $1,446 | $4,116-64.9% | $5,616-74.2% | $5,651-74.4% |