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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 | $45,924 | $171,867-73.3% | $149,718-69.3% | $147,585-68.9% |
| Participation rate | 81.3% | 88.2%-6.9pp | 87.1%-5.8pp | 82.8%-1.6pp |
| Annual return | 16.62% | 2113.36%-2096.7pp | 1501.70%-1485.1pp | 578.57%-562.0pp |
| Employer contribution / active EE | $1,070 | $6,275-83.0% | $5,444-80.4% | $4,876-78.1% |
| Participant deferral / active EE | $3,376 | $7,270-53.6% | $6,568-48.6% | $5,439-37.9% |
| Admin fee / account holder | $7,016 | $13,799-49.2% | $11,283-37.8% | $10,885-35.5% |