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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 | $17,071 | $72,404-76.4% | $110,243-84.5% | $64,173-73.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.44% | -6.29%+3.8pp | 314.76%-317.2pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,059 | $2,282-53.6% | $3,827-72.3% | $2,381-55.5% |
| Participant deferral / active EE | $1,326 | $3,469-61.8% | $4,672-71.6% | $3,470-61.8% |
| Admin fee / account holder | $4,550 | $5,664-19.7% | $8,548-46.8% | $4,887-6.9% |