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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 | $44,271 | $138,102-67.9% | $125,381-64.7% | $134,532-67.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -24.18% | 750.73%-774.9pp | 572.31%-596.5pp | 418.27%-442.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,675 | $7,801+88.1% | $7,448+97.0% | $6,401+129.3% |
| Admin fee / account holder | $943 | $11,568-91.9% | $10,007-90.6% | $11,429-91.8% |