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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 | $8,459 | $152,619-94.5% | $125,195-93.2% | $152,909-94.5% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.5%-0.1pp |
| Annual return | 27.15% | 54.85%-27.7pp | 43.79%-16.6pp | 345.46%-318.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,729 | $5,869-36.5% | $4,937-24.5% | $5,851-36.3% |
| Admin fee / account holder | $550 | $13,437-95.9% | $9,704-94.3% | $11,601-95.3% |