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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 | $26,471 | $183,516-85.6% | $155,534-83.0% | $145,884-81.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 9.35% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,651 | $5,315-68.9% | $4,675-64.7% | $4,662-64.6% |
| Participant deferral / active EE | $1,036 | $6,467-84.0% | $5,630-81.6% | $6,690-84.5% |
| Admin fee / account holder | $314 | $19,293-98.4% | $15,900-98.0% | $13,392-97.7% |