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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 | $137,949 | $108,701+26.9% | $74,723+84.6% | $152,909-9.8% |
| Participation rate | 81.3% | 65.4%+15.9pp | 54.5%+26.8pp | 82.5%-1.2pp |
| Annual return | 4.19% | 114.12%-109.9pp | 753.18%-749.0pp | 345.46%-341.3pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,000 | $2,709-63.1% | $1,962-49.0% | $5,851-82.9% |
| Admin fee / account holder | $66,137 | $4,906+1248.0% | $3,335+1883.3% | $11,601+470.1% |