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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 | $13,965 | $167,533-91.7% | $151,645-90.8% | $134,545-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.06% | 7.81%-23.9pp | 3.34%-19.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $3,521 | $6,828-48.4% | $6,165-42.9% | $4,742-25.7% |
| Participant deferral / active EE | $2,905 | $8,985-67.7% | $8,363-65.3% | $6,401-54.6% |
| Admin fee / account holder | $7,005 | $13,781-49.2% | $11,614-39.7% | $11,431-38.7% |