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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,258 | $81,457-94.8% | $103,378-95.9% | $80,911-94.7% |
| Participation rate | 82.8% | 66.8%+16.0pp | 74.5%+8.3pp | 67.6%+15.2pp |
| Annual return | 8.22% | 25.58%-17.4pp | 24.91%-16.7pp | 35.63%-27.4pp |
| Employer contribution / active EE | $656 | $3,107-78.9% | $3,870-83.0% | $2,756-76.2% |
| Participant deferral / active EE | $1,657 | $3,871-57.2% | $5,058-67.2% | $4,297-61.4% |
| Admin fee / account holder | $465 | $6,717-93.1% | $8,401-94.5% | $6,935-93.3% |