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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 | $11,954 | $136,860-91.3% | $120,344-90.1% | $154,746-92.3% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.7%+15.6pp | 80.7%+11.6pp |
| Annual return | 17.75% | 21.38%-3.6pp | 20.30%-2.6pp | 172.34%-154.6pp |
| Employer contribution / active EE | $713 | $3,533-79.8% | $3,020-76.4% | $4,379-83.7% |
| Participant deferral / active EE | $2,036 | $5,793-64.9% | $5,135-60.4% | $6,730-69.8% |
| Admin fee / account holder | $970 | $15,393-93.7% | $12,742-92.4% | $14,365-93.2% |