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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 | $77,181 | $57,312+34.7% | $86,617-10.9% | $75,181+2.7% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+18.0pp | 67.2%+22.5pp |
| Annual return | 13.53% | 2672.78%-2659.3pp | 591.91%-578.4pp | 160.69%-147.2pp |
| Employer contribution / active EE | $259 | $2,315-88.8% | $3,023-91.4% | $2,671-90.3% |
| Participant deferral / active EE | $4,357 | $3,319+31.3% | $4,437-1.8% | $4,126+5.6% |
| Admin fee / account holder | $9,240 | $4,114+124.6% | $5,613+64.6% | $5,650+63.5% |