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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 | $10,592 | $59,111-82.1% | $86,451-87.7% | $68,490-84.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.33% | -0.22%-12.1pp | 4398.51%-4410.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $3,427 | $2,519+36.0% | $3,770-9.1% | $2,597+32.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $500 | $5,640-91.1% | $6,734-92.6% | $5,403-90.7% |