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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 | $137,959 | $160,059-13.8% | $140,019-1.5% | $135,380+1.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -8.37% | 911.48%-919.8pp | 651.17%-659.5pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,400 | $7,641+23.0% | $6,927+35.7% | $5,609+67.6% |
| Admin fee / account holder | $1,590 | $13,328-88.1% | $10,705-85.2% | $10,828-85.3% |