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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,429 | $75,962-91.5% | $154,108-95.8% | $64,173-90.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | 7.41% | 30.32%-22.9pp | 735.21%-727.8pp | 7.63%-0.2pp |
| Employer contribution / active EE | $300 | $3,350-91.0% | $5,298-94.3% | $2,381-87.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $750 | $5,589-86.6% | $13,411-94.4% | $4,887-84.6% |