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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 | $19,932 | $114,119-82.5% | $107,187-81.4% | $138,895-85.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 23.90% | 273.21%-249.3pp | 204.55%-180.6pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,094 | $4,059-73.1% | $3,782-71.1% | $4,194-73.9% |
| Participant deferral / active EE | $1,354 | $5,538-75.6% | $5,096-73.4% | $6,396-78.8% |
| Admin fee / account holder | $407 | $10,024-95.9% | $9,162-95.6% | $12,562-96.8% |