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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 | $22,391 | $48,337-53.7% | $67,560-66.9% | $80,959-72.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.62% | 18.26%-7.6pp | 3533.50%-3522.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,100 | $2,928-62.4% | $4,004-72.5% | $4,300-74.4% |
| Admin fee / account holder | $2,759 | $3,695-25.3% | $3,994-30.9% | $6,925-60.2% |