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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 | $23,895 | $183,592-87.0% | $155,574-84.6% | $145,877-83.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -7.38% | 61.37%-68.8pp | 64.87%-72.2pp | 551.28%-558.7pp |
| Employer contribution / active EE | $595 | $5,317-88.8% | $4,676-87.3% | $4,663-87.2% |
| Participant deferral / active EE | $7,210 | $6,466+11.5% | $5,629+28.1% | $6,691+7.8% |
| Admin fee / account holder | $3,656 | $19,316-81.1% | $15,914-77.0% | $13,402-72.7% |