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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 | $80,643 | $68,097+18.4% | $62,929+28.2% | $137,256-41.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.95% | 1859.11%-1844.2pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,898 | $4,553+73.5% | $3,888+103.1% | $6,407+23.3% |
| Admin fee / account holder | $13,359 | $6,521+104.8% | $5,065+163.8% | $12,270+8.9% |