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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 | $38,581 | $102,595-62.4% | $94,057-59.0% | $154,746-75.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 114.14% | 583.42%-469.3pp | 480.62%-366.5pp | 172.34%-58.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,971 | $5,118+173.0% | $4,709+196.7% | $6,730+107.6% |
| Admin fee / account holder | $27,038 | $7,736+249.5% | $7,244+273.2% | $14,365+88.2% |