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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 | $100,993 | $160,059-36.9% | $140,019-27.9% | $135,380-25.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.87% | 911.48%-919.3pp | 651.17%-659.0pp | 519.81%-527.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,570 | $7,641+51.4% | $6,927+67.0% | $5,609+106.3% |
| Admin fee / account holder | $307 | $13,328-97.7% | $10,705-97.1% | $10,828-97.2% |