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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 | $3,501 | $64,462-94.6% | $81,482-95.7% | $80,911-95.7% |
| Participation rate | 82.9% | 63.9%+19.0pp | 69.5%+13.4pp | 67.6%+15.2pp |
| Annual return | 13.29% | 16.35%-3.1pp | 24.79%-11.5pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,740 | $3,094-43.8% | $3,885-55.2% | $4,297-59.5% |
| Admin fee / account holder | $770 | $5,678-86.4% | $5,761-86.6% | $6,935-88.9% |