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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 | $45,795 | $209,336-78.1% | $197,124-76.8% | $137,256-66.6% |
| Participation rate | 22.2% | 87.3%-65.1pp | 86.7%-64.5pp | 80.0%-57.7pp |
| Annual return | 12.89% | 48.09%-35.2pp | 44.34%-31.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,014 | $9,614-89.5% | $9,135-88.9% | $6,407-84.2% |
| Admin fee / account holder | $376 | $17,308-97.8% | $16,298-97.7% | $12,270-96.9% |