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Participant 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 | $11,873 | $86,050-86.2% | $189,758-93.7% | $94,015-87.4% |
| Participation rate | 96.9% | 68.9%+28.0pp | 79.8%+17.1pp | 70.8%+26.1pp |
| Annual return | 13.11% | 17.77%-4.7pp | 52.62%-39.5pp | 17.84%-4.7pp |
| Employer contribution / active EE | $5,000 | $2,819+77.4% | $4,767+4.9% | $2,790+79.2% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,121 | $6,627-83.1% | $20,388-94.5% | $8,951-87.5% |