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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 | $22,989 | $93,589-75.4% | $135,942-83.1% | $75,181-69.4% |
| Participation rate | 51.9% | 75.2%-23.3pp | 81.9%-30.1pp | 67.2%-15.3pp |
| Annual return | 19.19% | 30.90%-11.7pp | 68.28%-49.1pp | 160.69%-141.5pp |
| Employer contribution / active EE | $1,188 | $3,537-66.4% | $4,858-75.5% | $2,671-55.5% |
| Participant deferral / active EE | $1,803 | $6,405-71.8% | $7,759-76.8% | $4,126-56.3% |
| Admin fee / account holder | $1,088 | $6,977-84.4% | $10,764-89.9% | $5,650-80.7% |