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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 | $134,890 | $138,078-2.3% | $125,363+7.6% | $134,509+0.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.14% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,888 | $7,800+39.6% | $7,447+46.2% | $6,400+70.1% |
| Admin fee / account holder | $799 | $11,566-93.1% | $10,005-92.0% | $11,427-93.0% |