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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 | $46,938 | $49,177-4.6% | $79,466-40.9% | $64,173-26.9% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.5pp | 69.6%+29.3pp |
| Annual return | -8.71% | -1.16%-7.6pp | 718.28%-727.0pp | 7.63%-16.3pp |
| Employer contribution / active EE | $90 | $2,076-95.7% | $2,800-96.8% | $2,381-96.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,109 | $3,839-45.1% | $5,104-58.7% | $4,887-56.8% |