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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 | $71,947 | $138,075-47.9% | $123,552-41.8% | $135,379-46.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -1.02% | 153.70%-154.7pp | 119.20%-120.2pp | 519.79%-520.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,937 | $6,800-12.7% | $6,426-7.6% | $5,609+5.9% |
| Admin fee / account holder | $1,340 | $10,917-87.7% | $9,285-85.6% | $10,828-87.6% |