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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 | $12,550 | $48,078-73.9% | $78,676-84.0% | $62,881-80.0% |
| Participation rate | 73.6% | 65.2%+8.4pp | 73.6%0pp | 69.3%+4.3pp |
| Annual return | 55.73% | 31.36%+24.4pp | 62.19%-6.5pp | 20.14%+35.6pp |
| Employer contribution / active EE | $753 | $2,015-62.6% | $2,850-73.6% | $2,281-67.0% |
| Participant deferral / active EE | $655 | $2,587-74.7% | $3,517-81.4% | $3,203-79.5% |
| Admin fee / account holder | $601 | $3,206-81.2% | $4,510-86.7% | $4,296-86.0% |