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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 | $102,530 | $138,102-25.8% | $125,381-18.2% | $134,532-23.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.14% | 750.73%-763.9pp | 572.31%-585.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,001 | $7,801+53.9% | $7,448+61.1% | $6,401+87.5% |
| Admin fee / account holder | $8,769 | $11,568-24.2% | $10,007-12.4% | $11,429-23.3% |