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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 | $86,372 | $135,645-36.3% | $110,243-21.7% | $135,379-36.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.82% | 513.24%-519.1pp | 314.76%-320.6pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,062 | $5,507-44.4% | $4,672-34.5% | $5,609-45.4% |
| Admin fee / account holder | $929 | $11,458-91.9% | $8,548-89.1% | $10,828-91.4% |