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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 | $225,829 | $99,644+126.6% | $86,438+161.3% | $134,532+67.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.84% | 6787.26%-6807.1pp | 4397.19%-4417.0pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,062 | $7,247-16.4% | $6,952-12.8% | $6,401-5.3% |
| Admin fee / account holder | $2,054 | $8,375-75.5% | $6,733-69.5% | $11,429-82.0% |