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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 | $90,152 | $90,607-0.5% | $79,467+13.4% | $135,380-33.4% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -6.56% | 977.74%-984.3pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $999 | $4,050-75.3% | $3,704-73.0% | $5,609-82.2% |
| Admin fee / account holder | $2,942 | $5,895-50.1% | $5,104-42.4% | $10,828-72.8% |