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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 | $21,507 | $108,922-80.3% | $100,398-78.6% | $145,978-85.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 58.04%-48.6pp | 49.32%-39.9pp | 550.52%-541.1pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,756 | $8,450+122.0% | $8,084+132.0% | $6,690+180.4% |
| Admin fee / account holder | $3,734 | $9,680-61.4% | $7,893-52.7% | $13,400-72.1% |