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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 | $56,248 | $155,555-63.8% | $146,866-61.7% | $155,188-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 703.60% | 115.41%+588.2pp | 102.85%+600.7pp | 148.84%+554.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,577 | $8,044-43.1% | $7,759-41.0% | $6,531-29.9% |
| Admin fee / account holder | $2,009 | $14,755-86.4% | $13,620-85.2% | $14,480-86.1% |