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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 | $205,290 | $183,516+11.9% | $155,534+32.0% | $145,884+40.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 20.01% | 61.43%-41.4pp | 64.92%-44.9pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,140 | $5,315-78.6% | $4,675-75.6% | $4,662-75.6% |
| Participant deferral / active EE | $1,678 | $6,467-74.0% | $5,630-70.2% | $6,690-74.9% |
| Admin fee / account holder | $1,803 | $19,293-90.7% | $15,900-88.7% | $13,392-86.5% |