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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 | $30,191 | $125,237-75.9% | $105,608-71.4% | $145,877-79.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.13% | 225.76%-218.6pp | 116.50%-109.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $328 | $3,720-91.2% | $3,167-89.6% | $4,663-93.0% |
| Participant deferral / active EE | $6,621 | $5,711+15.9% | $5,010+32.2% | $6,691-1.0% |
| Admin fee / account holder | $1,426 | $17,287-91.8% | $11,028-87.1% | $13,402-89.4% |