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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 | $116,082 | $72,426+60.3% | $67,560+71.8% | $145,897-20.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 4.32% | 7226.78%-7222.5pp | 3533.50%-3529.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,897 | $4,785-39.5% | $4,004-27.7% | $6,689-56.7% |
| Admin fee / account holder | $822 | $5,514-85.1% | $3,994-79.4% | $13,390-93.9% |