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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 | $16,842 | $93,617-82.0% | $135,982-87.6% | $75,177-77.6% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 20.41% | 30.89%-10.5pp | 68.32%-47.9pp | 160.75%-140.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,922 | $6,406+8.0% | $7,760-10.8% | $4,126+67.7% |
| Admin fee / account holder | $1,681 | $6,980-75.9% | $10,767-84.4% | $5,651-70.3% |