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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 | $140,297 | $171,867-18.4% | $149,721-6.3% | $147,586-4.9% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 28.45% | 2113.36%-2084.9pp | 1501.67%-1473.2pp | 578.59%-550.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,946 | $7,270+9.3% | $6,568+21.0% | $5,439+46.1% |
| Admin fee / account holder | $999 | $13,799-92.8% | $11,282-91.1% | $10,886-90.8% |