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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 | $19,005 | $98,760-80.8% | $149,715-87.3% | $79,858-76.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 100.98% | 27.43%+73.6pp | 276.66%-175.7pp | 31.72%+69.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,942 | $5,681+39.8% | $6,842+16.1% | $3,740+112.4% |
| Admin fee / account holder | $2,267 | $6,053-62.5% | $9,310-75.6% | $5,306-57.3% |