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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 | $69,048 | $56,197+22.9% | $67,652+2.1% | $59,633+15.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.76% | 18508.10%-18506.3pp | 6625.40%-6623.6pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,725 | $2,844+31.0% | $3,560+4.6% | $3,192+16.7% |
| Admin fee / account holder | $6,971 | $3,958+76.1% | $4,821+44.6% | $4,297+62.2% |