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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 | $45,392 | $72,071-37.0% | $68,368-33.6% | $137,256-66.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.69% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $277 | $2,788-90.1% | $2,649-89.5% | $4,156-93.3% |
| Participant deferral / active EE | $2,077 | $4,410-52.9% | $4,123-49.6% | $6,407-67.6% |
| Admin fee / account holder | $846 | $5,336-84.1% | $5,150-83.6% | $12,270-93.1% |