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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 | $33,162 | $168,626-80.3% | $133,698-75.2% | $145,897-77.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 17.23% | 1168.99%-1151.8pp | 580.90%-563.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,614 | $8,688-0.9% | $7,016+22.8% | $6,689+28.8% |
| Admin fee / account holder | $2,192 | $9,638-77.3% | $6,703-67.3% | $13,390-83.6% |