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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 | $143,310 | $202,345-29.2% | $172,755-17.0% | $152,885-6.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 92.32% | 1029.77%-937.5pp | 802.94%-710.6pp | 345.39%-253.1pp |
| Employer contribution / active EE | $748 | $5,858-87.2% | $5,144-85.5% | $4,763-84.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $393 | $17,111-97.7% | $13,955-97.2% | $11,598-96.6% |