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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 | $21,506 | $183,539-88.3% | $155,556-86.2% | $145,897-85.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | -3.93% | 61.31%-65.2pp | 64.84%-68.8pp | 552.29%-556.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,244 | $6,467-3.4% | $5,631+10.9% | $6,689-6.7% |
| Admin fee / account holder | $6,525 | $19,275-66.1% | $15,885-58.9% | $13,390-51.3% |