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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 | $50,278 | $56,339-10.8% | $104,301-51.8% | $68,486-26.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 146.04% | -9.19%+155.2pp | 24.61%+121.4pp | -7.85%+153.9pp |
| Employer contribution / active EE | $23 | $1,960-98.8% | $3,373-99.3% | $2,597-99.1% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $114,023 | $4,902+2226.3% | $7,340+1453.4% | $5,404+2010.1% |