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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 | $129,663 | $109,863+18.0% | $98,477+31.7% | $167,518-22.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 16.70% | 1958.09%-1941.4pp | 1493.59%-1476.9pp | 478.71%-462.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,175 | $4,673-32.1% | $4,276-25.8% | $6,342-49.9% |
| Admin fee / account holder | $566 | $6,755-91.6% | $5,951-90.5% | $12,312-95.4% |