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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 | $12,301 | $138,075-91.1% | $123,552-90.0% | $135,379-90.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.28% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $3,788 | $5,152-26.5% | $4,628-18.2% | $4,779-20.7% |
| Participant deferral / active EE | $1,090 | $6,800-84.0% | $6,426-83.0% | $5,609-80.6% |
| Admin fee / account holder | $1,267 | $10,917-88.4% | $9,285-86.4% | $10,828-88.3% |