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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 | $30,973 | $138,102-77.6% | $125,381-75.3% | $134,532-77.0% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.53% | 750.73%-771.3pp | 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 | $6,958 | $7,801-10.8% | $7,448-6.6% | $6,401+8.7% |
| Admin fee / account holder | $331 | $11,568-97.1% | $10,007-96.7% | $11,429-97.1% |