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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 | $101,950 | $92,684+10.0% | $82,706+23.3% | $134,509-24.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -21.37% | 945.84%-967.2pp | 701.76%-723.1pp | 418.13%-439.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,973 | $4,800+3.6% | $4,394+13.2% | $6,400-22.3% |
| Admin fee / account holder | $8,228 | $5,982+37.6% | $5,329+54.4% | $11,427-28.0% |