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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 | $12,724 | $86,949-85.4% | $102,460-87.6% | $80,959-84.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.22% | 18.89%-5.7pp | 29.47%-16.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $949 | $2,370-59.9% | $3,025-68.6% | $2,757-65.6% |
| Participant deferral / active EE | $1,526 | $4,121-63.0% | $5,056-69.8% | $4,300-64.5% |
| Admin fee / account holder | $1,172 | $8,048-85.4% | $9,460-87.6% | $6,925-83.1% |