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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 | $60,985 | $150,445-59.5% | $136,297-55.3% | $147,585-58.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 20.75% | 1049.14%-1028.4pp | 5156.16%-5135.4pp | 578.57%-557.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,686 | $6,631-59.5% | $6,247-57.0% | $5,439-50.6% |
| Admin fee / account holder | $679 | $10,906-93.8% | $9,244-92.7% | $10,885-93.8% |