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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 | $113,346 | $106,008+6.9% | $92,240+22.9% | $147,586-23.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.05% | 50.05%-36.0pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,774 | $4,478+73.6% | $3,897+99.5% | $5,439+42.9% |
| Admin fee / account holder | $7,247 | $6,333+14.4% | $5,194+39.5% | $10,886-33.4% |