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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 | $16,154 | $99,647-83.8% | $86,439-81.3% | $134,509-88.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -38.86% | 6784.13%-6823.0pp | 4395.55%-4434.4pp | 418.13%-457.0pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,989 | $7,246+93.0% | $6,952+101.2% | $6,400+118.6% |
| Admin fee / account holder | $2,514 | $8,373-70.0% | $6,732-62.7% | $11,427-78.0% |