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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 | $17,702 | $77,816-77.3% | $123,552-85.7% | $64,173-72.4% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.1pp |
| Annual return | -4.68% | 12.49%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,274 | $3,014-57.7% | $4,628-72.5% | $2,381-46.5% |
| Participant deferral / active EE | $1,408 | $5,240-73.1% | $6,426-78.1% | $3,470-59.4% |
| Admin fee / account holder | $408 | $5,519-92.6% | $9,285-95.6% | $4,887-91.7% |