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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 | $20,486 | $93,598-78.1% | $135,974-84.9% | $75,173-72.7% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 17.19% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,449 | $3,538-59.0% | $4,859-70.2% | $2,671-45.8% |
| Participant deferral / active EE | $2,442 | $6,405-61.9% | $7,760-68.5% | $4,126-40.8% |
| Admin fee / account holder | $1,338 | $6,978-80.8% | $10,767-87.6% | $5,651-76.3% |