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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 | $53,964 | $150,447-64.1% | $136,298-60.4% | $147,586-63.4% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 13.66% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $577 | $5,256-89.0% | $4,696-87.7% | $4,876-88.2% |
| Participant deferral / active EE | $4,657 | $6,631-29.8% | $6,247-25.5% | $5,439-14.4% |
| Admin fee / account holder | $1,874 | $10,906-82.8% | $9,244-79.7% | $10,886-82.8% |