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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 | $35,828 | $138,102-74.1% | $125,381-71.4% | $134,532-73.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.00% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,357 | $7,801+7.1% | $7,448+12.2% | $6,401+30.6% |
| Admin fee / account holder | $1,144 | $11,568-90.1% | $10,007-88.6% | $11,429-90.0% |