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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 | $22,066 | $67,602-67.4% | $82,312-73.2% | $70,126-68.5% |
| Participation rate | 75.6% | 72.8%+2.8pp | 76.9%-1.3pp | 69.5%+6.0pp |
| Annual return | 15.74% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $469 | $1,755-73.3% | $2,428-80.7% | $2,343-80.0% |
| Participant deferral / active EE | $1,243 | $2,987-58.4% | $3,706-66.5% | $3,332-62.7% |
| Admin fee / account holder | $1,294 | $4,512-71.3% | $5,608-76.9% | $4,645-72.1% |