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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 | $100,217 | $73,421+36.5% | $66,439+50.8% | $155,188-35.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 18.57% | 1382.37%-1363.8pp | 757.66%-739.1pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,965 | $4,680+48.8% | $3,876+79.7% | $6,531+6.6% |
| Admin fee / account holder | $1,937 | $8,856-78.1% | $6,173-68.6% | $14,480-86.6% |