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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 | $37,591 | $137,414-72.6% | $189,537-80.2% | $85,847-56.2% |
| Participation rate | 89.0% | 84.6%+4.4pp | 87.8%+1.2pp | 69.3%+19.7pp |
| Annual return | 14.72% | 38.14%-23.4pp | 555.34%-540.6pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,142 | $4,344-73.7% | $6,161-81.5% | $2,565-55.5% |
| Participant deferral / active EE | $3,601 | $6,260-42.5% | $8,220-56.2% | $3,952-8.9% |
| Admin fee / account holder | $4,420 | $8,630-48.8% | $12,048-63.3% | $6,261-29.4% |