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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 | $109,078 | $150,447-27.5% | $136,298-20.0% | $147,586-26.1% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 17.21% | 1049.15%-1031.9pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,689 | $6,631+46.1% | $6,247+55.1% | $5,439+78.1% |
| Admin fee / account holder | $19,290 | $10,906+76.9% | $9,244+108.7% | $10,886+77.2% |