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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 | $135,169 | $150,447-10.2% | $136,298-0.8% | $147,586-8.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 14.50% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $787 | $5,256-85.0% | $4,696-83.2% | $4,876-83.9% |
| Participant deferral / active EE | $3,483 | $6,631-47.5% | $6,247-44.2% | $5,439-36.0% |
| Admin fee / account holder | $7,014 | $10,906-35.7% | $9,244-24.1% | $10,886-35.6% |