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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 | $20,833 | $184,014-88.7% | $161,149-87.1% | $138,895-85.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 17.71% | 21.52%-3.8pp | 21.16%-3.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $741 | $5,055-85.3% | $4,360-83.0% | $4,194-82.3% |
| Participant deferral / active EE | $5,365 | $6,909-22.3% | $6,153-12.8% | $6,396-16.1% |
| Admin fee / account holder | $2,946 | $18,027-83.7% | $15,194-80.6% | $12,562-76.5% |