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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 | $137,330 | $96,508+42.3% | $75,901+80.9% | $152,897-10.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | -1.41% | 33.99%-35.4pp | 30.76%-32.2pp | 345.43%-346.8pp |
| Employer contribution / active EE | -$1,586 | $3,310-147.9% | $2,501-163.4% | $4,764-133.3% |
| Participant deferral / active EE | $11,575 | $4,554+154.2% | $3,603+221.2% | $5,851+97.8% |
| Admin fee / account holder | $543 | $8,081-93.3% | $5,420-90.0% | $11,599-95.3% |