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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $33,041 | $125,778-73.7% | $114,563-71.2% | $154,746-78.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.9%-10.4pp | 80.7%-18.2pp |
| Annual return | 16.92% | 295.14%-278.2pp | 241.09%-224.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $561 | $2,806-80.0% | $2,592-78.4% | $4,379-87.2% |
| Participant deferral / active EE | $753 | $4,445-83.1% | $4,142-81.8% | $6,730-88.8% |
| Admin fee / account holder | $1,145 | $8,190-86.0% | $7,623-85.0% | $14,365-92.0% |