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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 | $16,637 | $68,097-75.6% | $62,929-73.6% | $137,256-87.9% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 9.38% | 1859.11%-1849.7pp | 1063.93%-1054.6pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,353 | $4,553-70.3% | $3,888-65.2% | $6,407-78.9% |
| Admin fee / account holder | $1,399 | $6,521-78.6% | $5,065-72.4% | $12,270-88.6% |