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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 | $90,214 | $169,336-46.7% | $129,384-30.3% | $145,884-38.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.28% | 14408.70%-14382.4pp | 9461.77%-9435.5pp | 551.85%-525.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,411 | $4,985-11.5% | $4,166+5.9% | $6,690-34.1% |
| Admin fee / account holder | $446 | $9,912-95.5% | $7,686-94.2% | $13,392-96.7% |