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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 | $15,180 | $102,393-85.2% | $147,041-89.7% | $80,911-81.2% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 19.67% | 134.95%-115.3pp | 419.21%-399.5pp | 35.63%-16.0pp |
| Employer contribution / active EE | $1,923 | $3,715-48.2% | $4,935-61.0% | $2,756-30.2% |
| Participant deferral / active EE | $1,858 | $6,647-72.0% | $8,071-77.0% | $4,297-56.8% |
| Admin fee / account holder | $1,576 | $7,943-80.2% | $13,006-87.9% | $6,935-77.3% |