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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 | $89,648 | $154,193-41.9% | $130,045-31.1% | $139,466-35.7% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.5%+2.5pp | 80.3%+0.6pp |
| Annual return | 9802.32% | 32.51%+9769.8pp | -137.30%+9939.6pp | 373.66%+9428.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,652 | $6,709-0.8% | $5,820+14.3% | $6,712-0.9% |
| Admin fee / account holder | $2,666 | $13,989-80.9% | $10,600-74.9% | $11,409-76.6% |