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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $1,840 | $90,674-98.0% | $96,707-98.1% | $82,448-97.8% |
| Participation rate | 81.3% | 75.9%+5.3pp | 80.4%+0.9pp | 68.1%+13.2pp |
| Annual return | 24.49% | 49.05%-24.6pp | 34.78%-10.3pp | 41.64%-17.1pp |
| Employer contribution / active EE | $628 | $3,975-84.2% | $4,191-85.0% | $2,551-75.4% |
| Participant deferral / active EE | $1,343 | $5,696-76.4% | $5,997-77.6% | $4,139-67.6% |
| Admin fee / account holder | $971 | $7,568-87.2% | $7,503-87.1% | $7,234-86.6% |