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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 | $10,400 | $110,083-90.6% | $151,639-93.1% | $68,486-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.03% | -10.12%-3.9pp | 3.34%-17.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,830 | $4,470-59.1% | $6,165-70.3% | $2,597-29.5% |
| Participant deferral / active EE | $2,824 | $6,526-56.7% | $8,363-66.2% | $4,028-29.9% |
| Admin fee / account holder | $369 | $7,718-95.2% | $11,613-96.8% | $5,404-93.2% |