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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 | $5,564 | $175,231-96.8% | $149,696-96.3% | $139,466-96.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 25.66% | 166.77%-141.1pp | 134.46%-108.8pp | 373.66%-348.0pp |
| Employer contribution / active EE | $971 | $5,478-82.3% | $4,821-79.9% | $4,754-79.6% |
| Participant deferral / active EE | $2,018 | $6,521-69.1% | $5,682-64.5% | $6,712-69.9% |
| Admin fee / account holder | $990 | $16,155-93.9% | $13,212-92.5% | $11,409-91.3% |