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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 | $16,797 | $59,111-71.6% | $86,451-80.6% | $68,490-75.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -8.30% | -0.22%-8.1pp | 4398.51%-4406.8pp | -7.85%-0.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,229 | $5,900+107.3% | $6,953+75.9% | $4,028+203.6% |
| Admin fee / account holder | $2,052 | $5,640-63.6% | $6,734-69.5% | $5,403-62.0% |