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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 | $130,136 | $138,078-5.8% | $125,363+3.8% | $134,509-3.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 549.04% | 750.49%-201.5pp | 572.15%-23.1pp | 418.13%+130.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,154 | $7,800+94.3% | $7,447+103.5% | $6,400+136.8% |
| Admin fee / account holder | $7,520 | $11,566-35.0% | $10,005-24.8% | $11,427-34.2% |