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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 | $49,983 | $84,694-41.0% | $73,843-32.3% | $125,392-60.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.11% | 3123.66%-3124.8pp | 2267.91%-2269.0pp | 282.23%-283.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,895 | $3,992+72.7% | $3,583+92.4% | $5,351+28.8% |
| Admin fee / account holder | $1,901 | $5,691-66.6% | $4,880-61.0% | $9,541-80.1% |