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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 | $60,509 | $116,203-47.9% | $93,621-35.4% | $152,897-60.4% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.8%-12.2pp | 82.5%-18.8pp |
| Annual return | 16.70% | 35.96%-19.3pp | 32.76%-16.1pp | 345.43%-328.7pp |
| Employer contribution / active EE | $873 | $3,219-72.9% | $2,719-67.9% | $4,764-81.7% |
| Participant deferral / active EE | $873 | $4,605-81.0% | $4,070-78.5% | $5,851-85.1% |
| Admin fee / account holder | $304 | $10,751-97.2% | $7,890-96.1% | $11,599-97.4% |