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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 | $34,633 | $172,111-79.9% | $150,298-77.0% | $137,256-74.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 11.89% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $907 | $4,636-80.4% | $4,154-78.2% | $4,156-78.2% |
| Participant deferral / active EE | $1,098 | $6,166-82.2% | $5,453-79.9% | $6,407-82.9% |
| Admin fee / account holder | $475 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |