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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.)
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 | $100,163 | $180,466-44.5% | $154,114-35.0% | $135,382-26.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -2.58% | 888.15%-890.7pp | 735.16%-737.7pp | 519.77%-522.3pp |
| Employer contribution / active EE | $163 | $6,035-97.3% | $5,298-96.9% | $4,779-96.6% |
| Participant deferral / active EE | $5,111 | $5,806-12.0% | $5,081+0.6% | $5,609-8.9% |
| Admin fee / account holder | $13,931 | $16,144-13.7% | $13,411+3.9% | $10,829+28.6% |