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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 | $34,355 | $150,447-77.2% | $136,298-74.8% | $147,586-76.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 12.15% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,685 | $6,631+0.8% | $6,247+7.0% | $5,439+22.9% |
| Admin fee / account holder | $1,763 | $10,906-83.8% | $9,244-80.9% | $10,886-83.8% |