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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 | $26,429 | $135,645-80.5% | $110,243-76.0% | $135,380-80.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.74% | 513.24%-517.0pp | 314.76%-318.5pp | 519.81%-523.6pp |
| Employer contribution / active EE | $818 | $4,907-83.3% | $3,827-78.6% | $4,779-82.9% |
| Participant deferral / active EE | $2,789 | $5,507-49.4% | $4,672-40.3% | $5,609-50.3% |
| Admin fee / account holder | $1,968 | $11,458-82.8% | $8,548-77.0% | $10,828-81.8% |