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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 | $36,811 | $197,819-81.4% | $155,789-76.4% | $125,388-70.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.37% | 86.73%-91.1pp | 71.54%-75.9pp | 282.24%-286.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,349 | $5,631+12.7% | $4,798+32.3% | $5,352+18.6% |
| Admin fee / account holder | $9,659 | $9,544+1.2% | $7,477+29.2% | $9,541+1.2% |