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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 | $10,007 | $58,275-82.8% | $81,844-87.8% | $80,935-87.6% |
| Participation rate | 73.1% | 63.5%+9.6pp | 72.4%+0.7pp | 67.7%+5.4pp |
| Annual return | 6.92% | 41.82%-34.9pp | 778.87%-772.0pp | 35.66%-28.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,038 | $3,285-68.4% | $4,323-76.0% | $4,299-75.9% |
| Admin fee / account holder | $671 | $4,749-85.9% | $7,355-90.9% | $6,924-90.3% |