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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 | $154,478 | $138,114+11.8% | $125,391+23.2% | $134,545+14.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.43% | 750.88%-761.3pp | 572.41%-582.8pp | 418.37%-428.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $23,012 | $7,801+195.0% | $7,448+209.0% | $6,401+259.5% |
| Admin fee / account holder | $3,031 | $11,570-73.8% | $10,009-69.7% | $11,431-73.5% |