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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 | $68,753 | $185,312-62.9% | $161,489-57.4% | $154,746-55.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 17.80% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,056 | $4,769-77.8% | $4,268-75.3% | $4,379-75.9% |
| Participant deferral / active EE | $1,920 | $6,350-69.8% | $5,630-65.9% | $6,730-71.5% |
| Admin fee / account holder | $1,505 | $18,654-91.9% | $16,006-90.6% | $14,365-89.5% |