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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 | $39,639 | $169,356-76.6% | $129,406-69.4% | $145,897-72.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14418.62%-14407.4pp | 9468.18%-9456.9pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,609 | $4,987-27.6% | $4,167-13.4% | $6,689-46.0% |
| Admin fee / account holder | $1,726 | $9,915-82.6% | $7,689-77.6% | $13,390-87.1% |