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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 | $4,581 | $72,027-93.6% | $185,861-97.5% | $79,856-94.3% |
| Participation rate | 78.0% | 65.8%+12.3pp | 78.0%0pp | 69.6%+8.4pp |
| Annual return | 16.64% | 23.13%-6.5pp | 35.96%-19.3pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,570 | $3,780-58.4% | $5,634-72.1% | $3,741-58.0% |
| Admin fee / account holder | $375 | $4,513-91.7% | $9,503-96.1% | $5,306-92.9% |