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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 | $16,346 | $92,766-82.4% | $82,763-80.2% | $134,545-87.9% |
| Participation rate | 81.3% | 75.2%+6.0pp | 72.6%+8.7pp | 81.2%0pp |
| Annual return | -23.68% | 946.97%-970.7pp | 702.45%-726.1pp | 418.37%-442.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,849 | $4,802+1.0% | $4,395+10.3% | $6,401-24.2% |
| Admin fee / account holder | $1,626 | $5,978-72.8% | $5,325-69.5% | $11,431-85.8% |