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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 | $80,474 | $85,766-6.2% | $136,297-41.0% | $70,124+14.8% |
| Participation rate | 78.1% | 74.2%+4.0pp | 81.9%-3.8pp | 69.5%+8.6pp |
| Annual return | 7.22% | 31.45%-24.2pp | 5156.19%-5149.0pp | 73.14%-65.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,954 | $5,051-21.7% | $6,247-36.7% | $3,332+18.7% |
| Admin fee / account holder | $12,352 | $5,420+127.9% | $9,244+33.6% | $4,645+165.9% |