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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 | $20,692 | $92,766-77.7% | $82,763-75.0% | $134,545-84.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -11.40% | 946.97%-958.4pp | 702.45%-713.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,986 | $4,802+87.1% | $4,395+104.5% | $6,401+40.4% |
| Admin fee / account holder | $1,934 | $5,978-67.7% | $5,325-63.7% | $11,431-83.1% |