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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 | $39,121 | $92,743-57.8% | $82,744-52.7% | $134,532-70.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.09% | 946.63%-962.7pp | 702.22%-718.3pp | 418.27%-434.4pp |
| Employer contribution / active EE | $78 | $3,273-97.6% | $3,008-97.4% | $4,741-98.3% |
| Participant deferral / active EE | $1,657 | $4,802-65.5% | $4,395-62.3% | $6,401-74.1% |
| Admin fee / account holder | $12,931 | $5,977+116.3% | $5,325+142.8% | $11,429+13.1% |