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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 | $26,199 | $227,291-88.5% | $214,702-87.8% | $155,188-83.1% |
| Participation rate | 72.2% | 88.0%-15.8pp | 87.5%-15.2pp | 80.8%-8.6pp |
| Annual return | 32.21% | 60.08%-27.9pp | 54.55%-22.3pp | 148.84%-116.6pp |
| Employer contribution / active EE | $2,227 | $6,772-67.1% | $6,461-65.5% | $4,248-47.6% |
| Participant deferral / active EE | $3,046 | $9,582-68.2% | $9,147-66.7% | $6,531-53.4% |
| Admin fee / account holder | $1,176 | $20,413-94.2% | $19,830-94.1% | $14,480-91.9% |