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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 | $88,778-65.1% | $81,844-62.1% | $145,884-78.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 9.17% | 1033.03%-1023.9pp | 778.87%-769.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,172 | $4,648+161.8% | $4,323+181.5% | $6,690+81.9% |
| Admin fee / account holder | $418 | $8,430-95.0% | $7,355-94.3% | $13,392-96.9% |