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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 | $156,657 | $202,342-22.6% | $172,752-9.3% | $152,897+2.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.54% | 1029.83%-1010.3pp | 802.97%-783.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,183 | $5,858-79.8% | $5,144-77.0% | $4,764-75.2% |
| Participant deferral / active EE | $4,595 | $5,948-22.8% | $5,198-11.6% | $5,851-21.5% |
| Admin fee / account holder | $1,207 | $17,111-92.9% | $13,955-91.4% | $11,599-89.6% |