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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 | $202,501 | $97,729+107.2% | $83,830+141.6% | $135,379+49.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.73% | 1287.52%-1297.2pp | 850.97%-860.7pp | 519.79%-529.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,928 | $4,683+47.9% | $4,082+69.7% | $5,609+23.5% |
| Admin fee / account holder | $69,955 | $6,674+948.1% | $5,479+1176.9% | $10,828+546.1% |