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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 | $7,599 | $107,733-92.9% | $92,985-91.8% | $154,746-95.1% |
| Participation rate | 93.8% | 74.6%+19.2pp | 69.5%+24.3pp | 80.7%+13.0pp |
| Annual return | 11.77% | 30.39%-18.6pp | 27.99%-16.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,506 | $5,053-30.6% | $4,377-19.9% | $6,730-47.9% |
| Admin fee / account holder | $436 | $11,369-96.2% | $9,463-95.4% | $14,365-97.0% |