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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 | $37,369 | $138,102-72.9% | $125,381-70.2% | $134,532-72.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.63% | 750.73%-773.4pp | 572.31%-594.9pp | 418.27%-440.9pp |
| Employer contribution / active EE | $582 | $5,245-88.9% | $4,815-87.9% | $4,741-87.7% |
| Participant deferral / active EE | $12,881 | $7,801+65.1% | $7,448+73.0% | $6,401+101.2% |
| Admin fee / account holder | $832 | $11,568-92.8% | $10,007-91.7% | $11,429-92.7% |