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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 | $16,684 | $138,102-87.9% | $125,381-86.7% | $134,532-87.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -30.84% | 750.73%-781.6pp | 572.31%-603.1pp | 418.27%-449.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,044 | $7,801+54.4% | $7,448+61.7% | $6,401+88.2% |
| Admin fee / account holder | $1,418 | $11,568-87.7% | $10,007-85.8% | $11,429-87.6% |