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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 | $15,060 | $154,228-90.2% | $145,433-89.6% | $137,256-89.0% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 22.90% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,358 | $4,804-71.7% | $4,554-70.2% | $4,156-67.3% |
| Participant deferral / active EE | $2,046 | $8,216-75.1% | $7,897-74.1% | $6,407-68.1% |
| Admin fee / account holder | $314 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |