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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 | $82,048 | $82,678-0.8% | $125,391-34.6% | $68,490+19.8% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -20.41% | -5.97%-14.4pp | 572.41%-592.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $559 | $3,382-83.5% | $4,816-88.4% | $2,597-78.5% |
| Participant deferral / active EE | $4,437 | $6,111-27.4% | $7,448-40.4% | $4,028+10.2% |
| Admin fee / account holder | $2,754 | $6,277-56.1% | $10,009-72.5% | $5,403-49.0% |