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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 | $18,313 | $102,422-82.1% | $147,117-87.6% | $80,959-77.4% |
| Participation rate | 75.6% | 75.9%-0.3pp | 82.2%-6.6pp | 67.7%+7.9pp |
| Annual return | 16.09% | 135.16%-119.1pp | 420.54%-404.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,343 | $3,717-63.9% | $4,932-72.8% | $2,757-51.3% |
| Participant deferral / active EE | $1,455 | $6,652-78.1% | $8,065-82.0% | $4,300-66.2% |
| Admin fee / account holder | $4,555 | $7,953-42.7% | $12,993-64.9% | $6,925-34.2% |