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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 | $5,477 | $54,370-89.9% | $82,763-93.4% | $68,490-92.0% |
| Participation rate | 89.7% | 63.9%+25.7pp | 72.6%+17.1pp | 67.9%+21.8pp |
| Annual return | -17.01% | -13.67%-3.3pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $917 | $2,219-58.7% | $3,008-69.5% | $2,597-64.7% |
| Participant deferral / active EE | $827 | $3,247-74.5% | $4,395-81.2% | $4,028-79.5% |
| Admin fee / account holder | $474 | $4,398-89.2% | $5,325-91.1% | $5,403-91.2% |