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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 | $32,932 | $90,320-63.5% | $59,496-44.6% | $125,393-73.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -1.55% | 369.13%-370.7pp | 182.05%-183.6pp | 282.23%-283.8pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,418 | $2,716-11.0% | $1,829+32.2% | $5,351-54.8% |
| Admin fee / account holder | $5,884 | $3,063+92.1% | $2,232+163.6% | $9,541-38.3% |