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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 | $63,415 | $71,197-10.9% | $93,669-32.3% | $80,925-21.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 7.18% | 11.27%-4.1pp | 133.59%-126.4pp | 35.65%-28.5pp |
| Employer contribution / active EE | $122 | $1,565-92.2% | $2,424-95.0% | $2,756-95.6% |
| Participant deferral / active EE | $3,398 | $4,036-15.8% | $4,416-23.1% | $4,299-21.0% |
| Admin fee / account holder | $14,949 | $6,959+114.8% | $8,291+80.3% | $6,940+115.4% |