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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 | $8,439 | $102,595-91.8% | $94,057-91.0% | $154,746-94.5% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 80.7%+13.7pp |
| Annual return | 9.68% | 583.42%-573.7pp | 480.62%-470.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,675 | $5,118-47.7% | $4,709-43.2% | $6,730-60.2% |
| Admin fee / account holder | $347 | $7,736-95.5% | $7,244-95.2% | $14,365-97.6% |