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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 | $139,233 | $88,603+57.1% | $69,890+99.2% | $134,545+3.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -16.60% | 442.93%-459.5pp | 190.84%-207.4pp | 418.37%-435.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,956 | $4,771-59.0% | $3,848-49.2% | $6,401-69.4% |
| Admin fee / account holder | $3,144 | $10,443-69.9% | $6,267-49.8% | $11,431-72.5% |