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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 | $6,483 | $73,955-91.2% | $96,520-93.3% | $75,181-91.4% |
| Participation rate | 89.7% | 66.4%+23.2pp | 74.3%+15.3pp | 67.2%+22.5pp |
| Annual return | 13.22% | 26.72%-13.5pp | 35.72%-22.5pp | 160.69%-147.5pp |
| Employer contribution / active EE | $415 | $2,930-85.8% | $3,739-88.9% | $2,671-84.5% |
| Participant deferral / active EE | $2,601 | $3,659-28.9% | $4,879-46.7% | $4,126-37.0% |
| Admin fee / account holder | $903 | $5,217-82.7% | $6,733-86.6% | $5,650-84.0% |