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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 | $25,794 | $92,743-72.2% | $82,744-68.8% | $134,532-80.8% |
| Participation rate | 86.4% | 75.2%+11.2pp | 72.6%+13.8pp | 81.2%+5.1pp |
| Annual return | -10.91% | 946.63%-957.5pp | 702.22%-713.1pp | 418.27%-429.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,244 | $4,802-53.3% | $4,395-48.9% | $6,401-64.9% |
| Admin fee / account holder | $441 | $5,977-92.6% | $5,325-91.7% | $11,429-96.1% |