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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 | $23,668 | $172,111-86.2% | $150,298-84.3% | $137,256-82.8% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 24.73% | 69.37%-44.6pp | 62.79%-38.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,418 | $4,636-69.4% | $4,154-65.9% | $4,156-65.9% |
| Participant deferral / active EE | $1,499 | $6,166-75.7% | $5,453-72.5% | $6,407-76.6% |
| Admin fee / account holder | $3,740 | $16,471-77.3% | $14,116-73.5% | $12,270-69.5% |