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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 | $76,062 | $88,815-14.4% | $81,882-7.1% | $145,897-47.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.17% | 1033.75%-1023.6pp | 779.47%-769.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $12 | $3,086-99.6% | $2,916-99.6% | $4,663-99.7% |
| Participant deferral / active EE | $858 | $4,647-81.5% | $4,323-80.2% | $6,689-87.2% |
| Admin fee / account holder | $3,763 | $8,434-55.4% | $7,360-48.9% | $13,390-71.9% |