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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 | $41,194 | $157,296-73.8% | $141,191-70.8% | $152,897-73.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -0.67% | 64.34%-65.0pp | 71.41%-72.1pp | 345.43%-346.1pp |
| Employer contribution / active EE | $692 | $5,262-86.8% | $4,736-85.4% | $4,764-85.5% |
| Participant deferral / active EE | $3,877 | $7,111-45.5% | $6,710-42.2% | $5,851-33.7% |
| Admin fee / account holder | $8,830 | $12,125-27.2% | $10,264-14.0% | $11,599-23.9% |