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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 | $10,687 | $60,139-82.2% | $90,461-88.2% | $79,856-86.6% |
| Participation rate | 77.8% | 65.0%+12.8pp | 72.7%+5.1pp | 69.6%+8.1pp |
| Annual return | 13.28% | 71.96%-58.7pp | 1294.76%-1281.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $531 | $2,069-74.3% | $3,264-83.7% | $2,471-78.5% |
| Participant deferral / active EE | $514 | $2,939-82.5% | $3,964-87.0% | $3,741-86.2% |
| Admin fee / account holder | $695 | $3,978-82.5% | $5,617-87.6% | $5,306-86.9% |