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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 | $108,414 | $150,445-27.9% | $136,297-20.5% | $147,585-26.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.16% | 1049.14%-1032.0pp | 5156.16%-5139.0pp | 578.57%-561.4pp |
| Employer contribution / active EE | $2 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,668 | $6,631-44.7% | $6,247-41.3% | $5,439-32.6% |
| Admin fee / account holder | $1,054 | $10,906-90.3% | $9,244-88.6% | $10,885-90.3% |