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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 | $22,636 | $72,465-68.8% | $67,575-66.5% | $145,884-84.5% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 10.39% | 7222.56%-7212.2pp | 3528.98%-3518.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,340 | $4,786+74.3% | $4,003+108.3% | $6,690+24.7% |
| Admin fee / account holder | $1,996 | $5,515-63.8% | $3,993-50.0% | $13,392-85.1% |