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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 | $25,789 | $101,795-74.7% | $165,100-84.4% | $80,959-68.1% |
| Participation rate | 76.9% | 71.8%+5.1pp | 78.6%-1.7pp | 67.7%+9.3pp |
| Annual return | 10.90% | 16.73%-5.8pp | 70.21%-59.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,426 | $2,954-51.7% | $4,348-67.2% | $2,757-48.3% |
| Participant deferral / active EE | $667 | $4,476-85.1% | $6,035-89.0% | $4,300-84.5% |
| Admin fee / account holder | $899 | $8,221-89.1% | $12,696-92.9% | $6,925-87.0% |