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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 | $115,589 | $104,577+10.5% | $76,667+50.8% | $152,909-24.4% |
| Participation rate | 76.5% | 76.6%-0.2pp | 72.1%+4.4pp | 82.5%-6.0pp |
| Annual return | 18.77% | 1014.36%-995.6pp | 1166.74%-1148.0pp | 345.46%-326.7pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,507 | $4,237-64.4% | $3,336-54.8% | $5,851-74.2% |
| Admin fee / account holder | $1,661 | $12,290-86.5% | $6,423-74.1% | $11,601-85.7% |