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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 | $70,657 | $110,039-35.8% | $97,260-27.4% | $145,884-51.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.06% | 244.44%-235.4pp | 75.54%-66.5pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,095 | $4,674-55.2% | $4,262-50.8% | $6,690-68.7% |
| Admin fee / account holder | $2,699 | $6,204-56.5% | $5,640-52.1% | $13,392-79.8% |