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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 | $136,854 | $160,028-14.5% | $147,080-7.0% | $145,884-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.43% | 98.60%-65.2pp | 420.17%-386.7pp | 551.85%-518.4pp |
| Employer contribution / active EE | $394 | $5,286-92.5% | $4,933-92.0% | $4,662-91.5% |
| Participant deferral / active EE | $24,593 | $8,422+192.0% | $8,066+204.9% | $6,690+267.6% |
| Admin fee / account holder | $6,618 | $15,030-56.0% | $12,989-49.1% | $13,392-50.6% |