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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 | $42,035 | $183,988-77.2% | $162,177-74.1% | $152,897-72.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 3.51% | 150.79%-147.3pp | 115.60%-112.1pp | 345.43%-341.9pp |
| Employer contribution / active EE | $1,086 | $6,370-83.0% | $5,613-80.7% | $4,764-77.2% |
| Participant deferral / active EE | $8,546 | $8,032+6.4% | $7,297+17.1% | $5,851+46.1% |
| Admin fee / account holder | $452 | $13,123-96.6% | $10,843-95.8% | $11,599-96.1% |