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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 | $99,923 | $209,405-52.3% | $178,486-44.0% | $158,931-37.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 65.81% | 188.77%-123.0pp | 151.08%-85.3pp | 302.86%-237.1pp |
| Employer contribution / active EE | $1,034 | $5,707-81.9% | $5,011-79.4% | $4,761-78.3% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7,236 | $17,076-57.6% | $13,985-48.3% | $11,247-35.7% |