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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 | $110,898 | $166,131-33.2% | $164,975-32.8% | $145,877-24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.82% | 100.37%-89.6pp | 70.12%-59.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $978 | $5,276-81.5% | $4,343-77.5% | $4,663-79.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,418 | $16,648-43.4% | $12,688-25.8% | $13,402-29.7% |