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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 | $20,101 | $59,107-66.0% | $86,439-76.7% | $68,495-70.7% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -19.76% | -0.23%-19.5pp | 4395.55%-4415.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,258 | $5,901+73.8% | $6,952+47.6% | $4,028+154.7% |
| Admin fee / account holder | $630 | $5,637-88.8% | $6,732-90.6% | $5,403-88.3% |