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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 | $55,397 | $88,778-37.6% | $81,844-32.3% | $145,884-62.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.70% | 1033.03%-1021.3pp | 778.87%-767.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,453 | $4,648+38.8% | $4,323+49.2% | $6,690-3.5% |
| Admin fee / account holder | $8,187 | $8,430-2.9% | $7,355+11.3% | $13,392-38.9% |