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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 | $58,422 | $102,385-42.9% | $147,080-60.3% | $80,935-27.8% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 8.06% | 135.09%-127.0pp | 420.17%-412.1pp | 35.66%-27.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,287 | $6,651-35.5% | $8,066-46.9% | $4,299-0.3% |
| Admin fee / account holder | $898 | $7,951-88.7% | $12,989-93.1% | $6,924-87.0% |