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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 | $21,181 | $98,766-78.6% | $149,730-85.9% | $79,852-73.5% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.6pp |
| Annual return | 50.73% | 27.43%+23.3pp | 276.70%-226.0pp | 31.72%+19.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,953 | $5,681+40.0% | $6,843+16.2% | $3,740+112.6% |
| Admin fee / account holder | $895 | $6,052-85.2% | $9,310-90.4% | $5,306-83.1% |