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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 | $121,339 | $135,645-10.5% | $110,243+10.1% | $135,379-10.4% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -2.07% | 513.24%-515.3pp | 314.76%-316.8pp | 519.79%-521.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,633 | $5,507-52.2% | $4,672-43.7% | $5,609-53.1% |
| Admin fee / account holder | $1,862 | $11,458-83.8% | $8,548-78.2% | $10,828-82.8% |