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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 | $213,201 | $150,447+41.7% | $136,298+56.4% | $147,586+44.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.30% | 1049.15%-1024.9pp | 5156.27%-5132.0pp | 578.59%-554.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,553 | $6,631+13.9% | $6,247+20.9% | $5,439+38.9% |
| Admin fee / account holder | $12,717 | $10,906+16.6% | $9,244+37.6% | $10,886+16.8% |