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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 | $13,144 | $69,012-81.0% | $160,037-91.8% | $68,490-80.8% |
| Participation rate | 70.0% | 65.4%+4.6pp | 78.0%-8.0pp | 67.9%+2.1pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.95%-409.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,372 | $4,212-43.7% | $6,184-61.6% | $4,028-41.1% |
| Admin fee / account holder | $413 | $4,798-91.4% | $8,716-95.3% | $5,403-92.4% |