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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 | $36,953 | $202,342-81.7% | $172,752-78.6% | $152,897-75.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 19.44% | 1029.83%-1010.4pp | 802.97%-783.5pp | 345.43%-326.0pp |
| Employer contribution / active EE | $216 | $5,858-96.3% | $5,144-95.8% | $4,764-95.5% |
| Participant deferral / active EE | $5,941 | $5,948-0.1% | $5,198+14.3% | $5,851+1.5% |
| Admin fee / account holder | $3,157 | $17,111-81.5% | $13,955-77.4% | $11,599-72.8% |