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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 | $71,640 | $82,630-13.3% | $64,105+11.8% | $125,389-42.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.11% | 1489.72%-1492.8pp | 791.24%-794.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,349 | $3,608-7.2% | $2,822+18.7% | $5,352-37.4% |
| Admin fee / account holder | $2,041 | $6,382-68.0% | $4,499-54.6% | $9,541-78.6% |