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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 | $220,680 | $174,379+26.6% | $152,093+45.1% | $138,895+58.9% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 20.25% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $953 | $4,652-79.5% | $4,175-77.2% | $4,194-77.3% |
| Participant deferral / active EE | $1,622 | $6,159-73.7% | $5,451-70.2% | $6,396-74.6% |
| Admin fee / account holder | $5,117 | $16,880-69.7% | $14,497-64.7% | $12,562-59.3% |