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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 | $134,138 | $160,059-16.2% | $140,019-4.2% | $135,380-0.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.52% | 911.48%-916.0pp | 651.17%-655.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,597 | $7,641+64.9% | $6,927+81.9% | $5,609+124.6% |
| Admin fee / account holder | $44,953 | $13,328+237.3% | $10,705+319.9% | $10,828+315.1% |