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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 | $181,798 | $202,342-10.2% | $172,752+5.2% | $152,897+18.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.07% | 1029.83%-1014.8pp | 802.97%-787.9pp | 345.43%-330.4pp |
| Employer contribution / active EE | $1,038 | $5,858-82.3% | $5,144-79.8% | $4,764-78.2% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $1,500 | $17,111-91.2% | $13,955-89.3% | $11,599-87.1% |