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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 | $20,977 | $110,240-81.0% | $96,544-78.3% | $139,487-85.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 18.89% | 26.41%-7.5pp | 25.88%-7.0pp | 373.84%-355.0pp |
| Employer contribution / active EE | $874 | $3,622-75.9% | $2,966-70.5% | $4,755-81.6% |
| Participant deferral / active EE | $1,345 | $5,549-75.8% | $4,851-72.3% | $6,713-80.0% |
| Admin fee / account holder | $457 | $11,602-96.1% | $8,254-94.5% | $11,407-96.0% |