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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 | $37,159 | $109,967-66.2% | $97,197-61.8% | $145,877-74.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.32% | 244.27%-234.9pp | 75.47%-66.1pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,385 | $4,676+207.6% | $4,263+237.4% | $6,691+115.0% |
| Admin fee / account holder | $11,079 | $6,199+78.7% | $5,637+96.5% | $13,402-17.3% |