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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 | $140,790 | $96,419+46.0% | $80,648+74.6% | $139,487+0.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.00% | 1352.86%-1333.9pp | 937.21%-918.2pp | 373.84%-354.8pp |
| Employer contribution / active EE | $296 | $3,261-90.9% | $2,724-89.1% | $4,755-93.8% |
| Participant deferral / active EE | $7,003 | $5,225+34.0% | $4,443+57.6% | $6,713+4.3% |
| Admin fee / account holder | $2,576 | $6,605-61.0% | $5,382-52.1% | $11,407-77.4% |