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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 | $27,712 | $144,130-80.8% | $117,861-76.5% | $147,586-81.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 25.22% | 531.20%-506.0pp | 335.11%-309.9pp | 578.59%-553.4pp |
| Employer contribution / active EE | $837 | $4,897-82.9% | $3,786-77.9% | $4,876-82.8% |
| Participant deferral / active EE | $4,091 | $5,316-23.1% | $4,482-8.7% | $5,439-24.8% |
| Admin fee / account holder | $2,361 | $10,887-78.3% | $8,021-70.6% | $10,886-78.3% |