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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 | $127,632 | $150,445-15.2% | $136,297-6.4% | $147,585-13.5% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 12.98% | 1049.14%-1036.2pp | 5156.16%-5143.2pp | 578.57%-565.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,463 | $6,631+42.7% | $6,247+51.5% | $5,439+74.0% |
| Admin fee / account holder | $7,409 | $10,906-32.1% | $9,244-19.8% | $10,885-31.9% |