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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 | $30,134 | $138,078-78.2% | $125,363-76.0% | $134,509-77.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.52% | 750.49%-769.0pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $349 | $5,245-93.4% | $4,815-92.8% | $4,741-92.6% |
| Participant deferral / active EE | $13,562 | $7,800+73.9% | $7,447+82.1% | $6,400+111.9% |
| Admin fee / account holder | $367 | $11,566-96.8% | $10,005-96.3% | $11,427-96.8% |