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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 | $5,105 | $106,749-95.2% | $145,433-96.5% | $82,448-93.8% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 17.10% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $935 | $3,444-72.9% | $4,554-79.5% | $2,551-63.4% |
| Participant deferral / active EE | $2,276 | $6,519-65.1% | $7,897-71.2% | $4,139-45.0% |
| Admin fee / account holder | $1,357 | $8,390-83.8% | $13,129-89.7% | $7,234-81.2% |