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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 | $14,185 | $81,870-82.7% | $119,634-88.1% | $68,490-79.3% |
| Participation rate | 71.4% | 71.9%-0.5pp | 79.3%-7.8pp | 67.9%+3.5pp |
| Annual return | 18.37% | -23.82%+42.2pp | -14.98%+33.4pp | -7.85%+26.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,661 | $4,148+60.6% | $5,601+18.9% | $4,028+65.4% |
| Admin fee / account holder | $1,212 | $6,583-81.6% | $10,329-88.3% | $5,403-77.6% |