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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 | $28,193 | $138,068-79.6% | $125,358-77.5% | $134,493-79.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.18% | 750.30%-769.5pp | 572.03%-591.2pp | 418.01%-437.2pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,938 | $7,799+53.1% | $7,447+60.3% | $6,400+86.5% |
| Admin fee / account holder | $500 | $11,568-95.7% | $10,007-95.0% | $11,425-95.6% |