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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 | $61,856 | $100,203-38.3% | $85,240-27.4% | $145,897-57.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.94% | 84.28%-71.3pp | 66.75%-53.8pp | 552.29%-539.4pp |
| Employer contribution / active EE | $223 | $3,242-93.1% | $2,735-91.9% | $4,663-95.2% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $447 | $7,265-93.8% | $6,165-92.7% | $13,390-96.7% |