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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 | $2,701 | $51,202-94.7% | $70,548-96.2% | $75,181-96.4% |
| Participation rate | 82.0% | 61.0%+21.0pp | 68.3%+13.7pp | 67.2%+14.8pp |
| Annual return | 27.72% | 30.05%-2.3pp | 32.78%-5.1pp | 160.69%-133.0pp |
| Employer contribution / active EE | $291 | $1,827-84.1% | $2,975-90.2% | $2,671-89.1% |
| Participant deferral / active EE | $1,763 | $2,850-38.1% | $4,567-61.4% | $4,126-57.3% |
| Admin fee / account holder | $560 | $4,094-86.3% | $6,424-91.3% | $5,650-90.1% |