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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 | $14,386 | $95,404-84.9% | $113,397-87.3% | $82,637-82.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.06% | 19.08%-5.0pp | 23.20%-9.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $1,144 | $2,307-50.4% | $2,977-61.6% | $2,552-55.2% |
| Participant deferral / active EE | $1,672 | $4,220-60.4% | $5,076-67.1% | $4,126-59.5% |
| Admin fee / account holder | $1,541 | $9,168-83.2% | $11,957-87.1% | $7,339-79.0% |