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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 | $124,172 | $104,106+19.3% | $71,086+74.7% | $135,379-8.3% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -8.00% | 1256.30%-1264.3pp | 650.59%-658.6pp | 519.79%-527.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,813 | $2,527+407.0% | $1,874+583.6% | $5,609+128.4% |
| Admin fee / account holder | $4,352 | $4,142+5.1% | $3,082+41.2% | $10,828-59.8% |