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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 | $13,271 | $91,439-85.5% | $135,974-90.2% | $71,511-81.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 25.17% | 29.90%-4.7pp | 68.30%-43.1pp | 28.86%-3.7pp |
| Employer contribution / active EE | $1,927 | $3,705-48.0% | $4,859-60.3% | $2,589-25.6% |
| Participant deferral / active EE | $2,961 | $7,093-58.3% | $7,760-61.8% | $4,291-31.0% |
| Admin fee / account holder | $340 | $1,267-73.1% | $10,767-96.8% | $1,588-78.6% |