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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 | $9,127 | $117,829-92.3% | $102,423-91.1% | $145,877-93.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.93% | 31.83%-9.9pp | 29.42%-7.5pp | 551.28%-529.4pp |
| Employer contribution / active EE | $271 | $3,615-92.5% | $3,023-91.0% | $4,663-94.2% |
| Participant deferral / active EE | $2,518 | $5,732-56.1% | $5,054-50.2% | $6,691-62.4% |
| Admin fee / account holder | $2,124 | $13,335-84.1% | $9,455-77.5% | $13,402-84.2% |