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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 | $31,002 | $88,815-65.1% | $81,882-62.1% | $145,897-78.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 9.17% | 1033.75%-1024.6pp | 779.47%-770.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,172 | $4,647+161.9% | $4,323+181.5% | $6,689+82.0% |
| Admin fee / account holder | $418 | $8,434-95.0% | $7,360-94.3% | $13,390-96.9% |