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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 | $107,718 | $150,445-28.4% | $136,297-21.0% | $147,585-27.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 18.41% | 1049.14%-1030.7pp | 5156.16%-5137.7pp | 578.57%-560.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,139 | $6,631-7.4% | $6,247-1.7% | $5,439+12.9% |
| Admin fee / account holder | $1,004 | $10,906-90.8% | $9,244-89.1% | $10,885-90.8% |