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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 | $94,515 | $150,447-37.2% | $136,298-30.7% | $147,586-36.0% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 14.15% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $481 | $5,256-90.8% | $4,696-89.7% | $4,876-90.1% |
| Participant deferral / active EE | $3,089 | $6,631-53.4% | $6,247-50.6% | $5,439-43.2% |
| Admin fee / account holder | $5,347 | $10,906-51.0% | $9,244-42.2% | $10,886-50.9% |