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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 | $14,476 | $154,228-90.6% | $145,433-90.0% | $137,256-89.5% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 13.37% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,207 | $8,216-48.8% | $7,897-46.7% | $6,407-34.3% |
| Admin fee / account holder | $802 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |