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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 | $31,429 | $162,136-80.6% | $152,301-79.4% | $154,746-79.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2218.15% | 91.02%+2127.1pp | 80.50%+2137.6pp | 172.34%+2045.8pp |
| Employer contribution / active EE | $360 | $4,890-92.6% | $4,624-92.2% | $4,379-91.8% |
| Participant deferral / active EE | $2,685 | $8,341-67.8% | $8,004-66.5% | $6,730-60.1% |
| Admin fee / account holder | $95,000 | $15,759+502.8% | $14,398+559.8% | $14,365+561.3% |