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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 | $14,690 | $169,356-91.3% | $129,406-88.6% | $145,897-89.9% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.6%+18.6pp | 80.3%+7.9pp |
| Annual return | 97.85% | 14418.62%-14320.8pp | 9468.18%-9370.3pp | 552.29%-454.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,874 | $4,987-22.3% | $4,167-7.0% | $6,689-42.1% |
| Admin fee / account holder | $1,180 | $9,915-88.1% | $7,689-84.6% | $13,390-91.2% |