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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 | $52,445 | $76,368-31.3% | $67,681-22.5% | $154,746-66.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.76% | 1066.77%-1053.0pp | 590.58%-576.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,687 | $4,824+121.6% | $3,976+168.8% | $6,730+58.8% |
| Admin fee / account holder | $417 | $8,559-95.1% | $6,100-93.2% | $14,365-97.1% |