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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 | $19,851 | $72,446-72.6% | $67,561-70.6% | $145,877-86.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.30% | 7211.98%-7197.7pp | 3525.44%-3511.1pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,730 | $4,785-22.0% | $4,003-6.8% | $6,691-44.2% |
| Admin fee / account holder | $338 | $5,541-93.9% | $4,006-91.6% | $13,402-97.5% |