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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 | $12,688 | $81,208-84.4% | $98,920-87.2% | $79,856-84.1% |
| Participation rate | 88.9% | 72.5%+16.4pp | 76.0%+12.9pp | 69.6%+19.2pp |
| Annual return | 20.75% | 60.99%-40.2pp | 196.47%-175.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,789 | $3,265-45.2% | $4,245-57.8% | $3,741-52.2% |
| Admin fee / account holder | $484 | $6,013-92.0% | $6,643-92.7% | $5,306-90.9% |