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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 | $72,769 | $185,312-60.7% | $161,489-54.9% | $154,746-53.0% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.7%-17.6pp | 80.7%-19.6pp |
| Annual return | 18.98% | 103.84%-84.9pp | 89.72%-70.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,109 | $4,769-76.8% | $4,268-74.0% | $4,379-74.7% |
| Participant deferral / active EE | $1,559 | $6,350-75.4% | $5,630-72.3% | $6,730-76.8% |
| Admin fee / account holder | $804 | $18,654-95.7% | $16,006-95.0% | $14,365-94.4% |