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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 | $117,428 | $138,102-15.0% | $125,381-6.3% | $134,532-12.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.50% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,207 | $7,801-20.4% | $7,448-16.7% | $6,401-3.0% |
| Admin fee / account holder | $9,593 | $11,568-17.1% | $10,007-4.1% | $11,429-16.1% |