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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 | $96,338+46.1% | $80,589+74.7% | $139,427+1.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.00% | 1350.43%-1331.4pp | 935.83%-916.8pp | 373.27%-354.3pp |
| Employer contribution / active EE | $296 | $3,263-90.9% | $2,724-89.1% | $4,752-93.8% |
| Participant deferral / active EE | $7,003 | $5,234+33.8% | $4,449+57.4% | $6,711+4.3% |
| Admin fee / account holder | $2,576 | $6,600-61.0% | $5,379-52.1% | $11,404-77.4% |