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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 | $48,620 | $377,972-87.1% | $300,297-83.8% | $382,429-87.3% |
| Participation rate | 79.2% | 91.7%-12.6pp | 83.3%-4.1pp | 87.7%-8.6pp |
| Annual return | 18.13% | 4.19%+13.9pp | 6.06%+12.1pp | 248.85%-230.7pp |
| Employer contribution / active EE | $2,717 | $5,545-51.0% | $4,605-41.0% | $8,036-66.2% |
| Participant deferral / active EE | $4,094 | $5,506-25.6% | $4,511-9.2% | $5,727-28.5% |
| Admin fee / account holder | $437 | $20,122-97.8% | $16,510-97.4% | $30,732-98.6% |