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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 | $67,958 | $91,525-25.7% | $130,026-47.7% | $75,181-9.6% |
| Participation rate | 76.5% | 71.4%+5.1pp | 78.5%-2.0pp | 67.2%+9.3pp |
| Annual return | 12.38% | -631.40%+643.8pp | -137.26%+149.6pp | 160.69%-148.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,251 | $4,342-25.1% | $5,821-44.1% | $4,126-21.2% |
| Admin fee / account holder | $6,006 | $6,778-11.4% | $10,608-43.4% | $5,650+6.3% |