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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 | $45,009 | $180,462-75.1% | $154,111-70.8% | $135,379-66.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.37% | 888.17%-898.5pp | 735.18%-745.5pp | 519.79%-530.2pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,424 | $5,806+10.6% | $5,081+26.4% | $5,609+14.5% |
| Admin fee / account holder | $15,971 | $16,145-1.1% | $13,411+19.1% | $10,828+47.5% |