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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 | $21,234 | $103,393-79.5% | $87,103-75.6% | $152,909-86.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 19.87% | 28.10%-8.2pp | 28.19%-8.3pp | 345.46%-325.6pp |
| Employer contribution / active EE | $847 | $3,221-73.7% | $2,521-66.4% | $4,764-82.2% |
| Participant deferral / active EE | $1,449 | $4,778-69.7% | $4,049-64.2% | $5,851-75.2% |
| Admin fee / account holder | $823 | $12,195-93.2% | $7,491-89.0% | $11,601-92.9% |