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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,304 | $138,393-74.5% | $184,256-80.8% | $80,959-56.4% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.7%+15.1pp |
| Annual return | 10.49% | 20.01%-9.5pp | 28.85%-18.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,304 | $4,847-73.1% | $6,427-79.7% | $2,757-52.7% |
| Participant deferral / active EE | $3,123 | $7,076-55.9% | $9,133-65.8% | $4,300-27.4% |
| Admin fee / account holder | $4,965 | $10,489-52.7% | $13,899-64.3% | $6,925-28.3% |