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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 | $121,013 | $84,464+43.3% | $61,399+97.1% | $134,509-10.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.47% | 585.06%-601.5pp | 338.81%-355.3pp | 418.13%-434.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,115 | $2,818+400.9% | $2,124+564.4% | $6,400+120.5% |
| Admin fee / account holder | $1,478 | $2,587-42.9% | $2,131-30.7% | $11,427-87.1% |