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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 | $52,462 | $60,139-12.8% | $90,461-42.0% | $79,856-34.3% |
| Participation rate | 70.3% | 65.0%+5.3pp | 72.7%-2.4pp | 69.6%+0.6pp |
| Annual return | 9.94% | 71.96%-62.0pp | 1294.76%-1284.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $186 | $2,069-91.0% | $3,264-94.3% | $2,471-92.5% |
| Participant deferral / active EE | $2,126 | $2,939-27.7% | $3,964-46.4% | $3,741-43.2% |
| Admin fee / account holder | $1,167 | $3,978-70.7% | $5,617-79.2% | $5,306-78.0% |