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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 | $122,813 | $104,520+17.5% | $76,823+59.9% | $152,885-19.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 26.97% | 1014.03%-987.1pp | 1166.42%-1139.4pp | 345.39%-318.4pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,463 | $4,236+5.4% | $3,336+33.8% | $5,851-23.7% |
| Admin fee / account holder | $919 | $12,283-92.5% | $6,422-85.7% | $11,598-92.1% |