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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 | $12,882 | $89,364-85.6% | $141,177-90.9% | $72,983-82.3% |
| Participation rate | 76.7% | 75.1%+1.5pp | 82.5%-5.8pp | 69.5%+7.2pp |
| Annual return | 25.17% | 111.86%-86.7pp | 71.40%-46.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $932 | $3,115-70.1% | $4,736-80.3% | $2,440-61.8% |
| Participant deferral / active EE | $1,844 | $5,419-66.0% | $6,710-72.5% | $3,608-48.9% |
| Admin fee / account holder | $1,165 | $5,959-80.5% | $10,263-88.7% | $5,124-77.3% |