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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 | $8,809 | $76,522-88.5% | $56,033-84.3% | $145,884-94.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.11% | 3014.28%-3004.2pp | 1711.38%-1701.3pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,188 | $2,624+21.5% | $1,954+63.2% | $6,690-52.3% |
| Admin fee / account holder | $446 | $3,328-86.6% | $2,827-84.2% | $13,392-96.7% |