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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 | $42,053 | $162,136-74.1% | $152,301-72.4% | $154,746-72.8% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 15.12% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $922 | $4,890-81.1% | $4,624-80.1% | $4,379-78.9% |
| Participant deferral / active EE | $1,042 | $8,341-87.5% | $8,004-87.0% | $6,730-84.5% |
| Admin fee / account holder | $1,248 | $15,759-92.1% | $14,398-91.3% | $14,365-91.3% |