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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 | $52,588 | $104,520-49.7% | $76,823-31.5% | $152,885-65.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 16.16% | 1014.03%-997.9pp | 1166.42%-1150.3pp | 345.39%-329.2pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,641 | $4,236+33.2% | $3,336+69.1% | $5,851-3.6% |
| Admin fee / account holder | $1,609 | $12,283-86.9% | $6,422-74.9% | $11,598-86.1% |