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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 | $165,216 | $150,447+9.8% | $136,298+21.2% | $147,586+11.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 10.91% | 1049.15%-1038.2pp | 5156.27%-5145.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,943 | $6,631+19.8% | $6,247+27.1% | $5,439+46.0% |
| Admin fee / account holder | $3,382 | $10,906-69.0% | $9,244-63.4% | $10,886-68.9% |