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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 | $71,407 | $180,462-60.4% | $154,111-53.7% | $135,379-47.3% |
| Participation rate | 73.7% | 87.4%-13.7pp | 83.0%-9.4pp | 82.6%-9.0pp |
| Annual return | -3.75% | 888.17%-891.9pp | 735.18%-738.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,559 | $5,806-4.3% | $5,081+9.4% | $5,609-0.9% |
| Admin fee / account holder | $8,803 | $16,145-45.5% | $13,411-34.4% | $10,828-18.7% |