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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 | $211,445 | $138,102+53.1% | $125,381+68.6% | $134,532+57.2% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -21.22% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $695 | $5,245-86.8% | $4,815-85.6% | $4,741-85.3% |
| Participant deferral / active EE | $14,477 | $7,801+85.6% | $7,448+94.4% | $6,401+126.2% |
| Admin fee / account holder | $2,349 | $11,568-79.7% | $10,007-76.5% | $11,429-79.4% |