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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 | $198,265 | $209,888-5.5% | $189,545+4.6% | $167,553+18.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.20% | 748.66%-731.5pp | 555.36%-538.2pp | 478.89%-461.7pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $19,500 | $8,934+118.3% | $8,220+137.2% | $6,343+207.4% |
| Admin fee / account holder | $1,082 | $14,300-92.4% | $12,049-91.0% | $12,316-91.2% |