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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 | $62,229 | $84,684-26.5% | $73,835-15.7% | $125,388-50.4% |
| Participation rate | 82.4% | 76.8%+5.6pp | 73.4%+8.9pp | 83.2%-0.8pp |
| Annual return | -1.18% | 3123.93%-3125.1pp | 2268.13%-2269.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,411 | $3,993+35.5% | $3,583+51.0% | $5,352+1.1% |
| Admin fee / account holder | $2,281 | $5,691-59.9% | $4,880-53.3% | $9,541-76.1% |