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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 | $27,344 | $138,114-80.2% | $125,391-78.2% | $134,545-79.7% |
| Participation rate | 78.9% | 84.5%-5.6pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -19.61% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,095 | $7,801+3.8% | $7,448+8.7% | $6,401+26.5% |
| Admin fee / account holder | $2,943 | $11,570-74.6% | $10,009-70.6% | $11,431-74.3% |