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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 | $49,739 | $180,466-72.4% | $154,114-67.7% | $135,382-63.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.66% | 888.15%-895.8pp | 735.16%-742.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $198 | $6,035-96.7% | $5,298-96.3% | $4,779-95.9% |
| Participant deferral / active EE | $4,661 | $5,806-19.7% | $5,081-8.3% | $5,609-16.9% |
| Admin fee / account holder | $2,395 | $16,144-85.2% | $13,411-82.1% | $10,829-77.9% |