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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 | $27,079 | $88,710-69.5% | $81,783-66.9% | $145,959-81.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.95% | 1027.26%-1012.3pp | 775.05%-760.1pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,926 | $4,645-15.5% | $4,320-9.1% | $6,689-41.3% |
| Admin fee / account holder | $2,581 | $8,407-69.3% | $7,380-65.0% | $13,398-80.7% |