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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 | $174,379-80.1% | $152,093-77.2% | $138,895-75.1% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 11.89% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $907 | $4,652-80.5% | $4,175-78.3% | $4,194-78.4% |
| Participant deferral / active EE | $1,098 | $6,159-82.2% | $5,451-79.9% | $6,396-82.8% |
| Admin fee / account holder | $475 | $16,880-97.2% | $14,497-96.7% | $12,562-96.2% |