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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 | $137,361 | $183,988-25.3% | $162,177-15.3% | $152,897-10.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.57% | 150.79%-123.2pp | 115.60%-88.0pp | 345.43%-317.9pp |
| Employer contribution / active EE | $429 | $6,370-93.3% | $5,613-92.4% | $4,764-91.0% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,340 | $13,123-74.5% | $10,843-69.2% | $11,599-71.2% |