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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 | $46,914 | $72,465-35.3% | $67,575-30.6% | $145,884-67.8% |
| Participation rate | 90.5% | 76.9%+13.6pp | 72.9%+17.6pp | 80.3%+10.2pp |
| Annual return | 6.93% | 7222.56%-7215.6pp | 3528.98%-3522.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,510 | $4,786+98.7% | $4,003+137.5% | $6,690+42.2% |
| Admin fee / account holder | $21,632 | $5,515+292.2% | $3,993+441.7% | $13,392+61.5% |