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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 | $35,492 | $180,462-80.3% | $154,111-77.0% | $135,379-73.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.56% | 888.17%-897.7pp | 735.18%-744.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $901 | $6,036-85.1% | $5,298-83.0% | $4,779-81.2% |
| Participant deferral / active EE | $3,807 | $5,806-34.4% | $5,081-25.1% | $5,609-32.1% |
| Admin fee / account holder | $3,000 | $16,145-81.4% | $13,411-77.6% | $10,828-72.3% |