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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 | $39,757 | $138,078-71.2% | $125,363-68.3% | $134,509-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.38% | 750.49%-767.9pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18,198 | $7,800+133.3% | $7,447+144.4% | $6,400+184.3% |
| Admin fee / account holder | $829 | $11,566-92.8% | $10,005-91.7% | $11,427-92.7% |