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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 | $227,265 | $185,225+22.7% | $142,898+59.0% | $167,536+35.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 4.05% | 8558.12%-8554.1pp | 5639.64%-5635.6pp | 478.82%-474.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $21,667 | $4,496+381.9% | $3,838+464.5% | $6,342+241.6% |
| Admin fee / account holder | $1,644 | $8,032-79.5% | $6,560-74.9% | $12,315-86.6% |