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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 | $21,302 | $99,668-78.6% | $86,451-75.4% | $134,545-84.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 133.95% | 6789.61%-6655.7pp | 4398.51%-4264.6pp | 418.37%-284.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,926 | $7,249-32.0% | $6,953-29.2% | $6,401-23.0% |
| Admin fee / account holder | $2,832 | $8,377-66.2% | $6,734-57.9% | $11,431-75.2% |