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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 | $127,411 | $104,577+21.8% | $76,667+66.2% | $152,909-16.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 19.04% | 1014.36%-995.3pp | 1166.74%-1147.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,442 | $4,237-66.0% | $3,336-56.8% | $5,851-75.4% |
| Admin fee / account holder | $7,222 | $12,290-41.2% | $6,423+12.4% | $11,601-37.7% |