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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 | $123,739 | $138,078-10.4% | $125,363-1.3% | $134,509-8.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.74% | 750.49%-771.2pp | 572.15%-592.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $325 | $5,245-93.8% | $4,815-93.2% | $4,741-93.1% |
| Participant deferral / active EE | $3,624 | $7,800-53.5% | $7,447-51.3% | $6,400-43.4% |
| Admin fee / account holder | $382 | $11,566-96.7% | $10,005-96.2% | $11,427-96.7% |