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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 | $62,592 | $135,645-53.9% | $110,243-43.2% | $135,379-53.8% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -8.90% | 513.24%-522.1pp | 314.76%-323.7pp | 519.79%-528.7pp |
| Employer contribution / active EE | $474 | $4,907-90.3% | $3,827-87.6% | $4,779-90.1% |
| Participant deferral / active EE | $6,717 | $5,507+22.0% | $4,672+43.8% | $5,609+19.8% |
| Admin fee / account holder | $3,021 | $11,458-73.6% | $8,548-64.7% | $10,828-72.1% |