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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 | $5,139 | $108,825-95.3% | $156,181-96.7% | $82,448-93.8% |
| Participation rate | 89.8% | 72.4%+17.4pp | 78.8%+11.0pp | 68.1%+21.7pp |
| Annual return | 25.74% | 20.59%+5.2pp | 64.87%-39.1pp | 41.64%-15.9pp |
| Employer contribution / active EE | $1,112 | $2,870-61.3% | $4,294-74.1% | $2,551-56.4% |
| Participant deferral / active EE | $1,455 | $4,577-68.2% | $6,132-76.3% | $4,139-64.9% |
| Admin fee / account holder | $841 | $9,341-91.0% | $14,586-94.2% | $7,234-88.4% |