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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 | $231,963 | $208,088+11.5% | $186,193+24.6% | $154,746+49.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 4.23% | 89.97%-85.7pp | 78.03%-73.8pp | 172.34%-168.1pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $33,850 | $7,078+378.2% | $6,513+419.7% | $6,730+402.9% |
| Admin fee / account holder | $26,510 | $11,698+126.6% | $11,058+139.7% | $14,365+84.5% |