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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 | $998 | $29,716-96.6% | $56,077-98.2% | $80,925-98.8% |
| Participation rate | 77.4% | 41.7%+35.7pp | 52.5%+24.9pp | 67.7%+9.8pp |
| Annual return | 6.15% | 35.30%-29.1pp | 1709.28%-1703.1pp | 35.65%-29.5pp |
| Employer contribution / active EE | $16 | $671-97.7% | $1,040-98.5% | $2,756-99.4% |
| Participant deferral / active EE | $703 | $1,228-42.8% | $1,954-64.0% | $4,299-83.6% |
| Admin fee / account holder | $323 | $2,432-86.7% | $2,825-88.6% | $6,940-95.3% |