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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 | $72,403-68.7% | $67,524-66.5% | $145,978-84.5% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 10.39% | 7197.23%-7186.8pp | 3519.41%-3509.0pp | 550.52%-540.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,340 | $4,782+74.4% | $4,001+108.4% | $6,690+24.7% |
| Admin fee / account holder | $1,996 | $5,541-64.0% | $4,001-50.1% | $13,400-85.1% |