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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 | $88,686 | $111,814-20.7% | $93,654-5.3% | $145,959-39.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | -2.93% | 203.30%-206.2pp | 133.34%-136.3pp | 561.95%-564.9pp |
| Employer contribution / active EE | $233 | $3,092-92.5% | $2,421-90.4% | $4,661-95.0% |
| Participant deferral / active EE | $2,281 | $4,914-53.6% | $4,413-48.3% | $6,689-65.9% |
| Admin fee / account holder | $353 | $10,246-96.6% | $8,282-95.7% | $13,398-97.4% |