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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 | $17,567 | $156,398-88.8% | $147,318-88.1% | $138,895-87.4% |
| Participation rate | 43.5% | 83.8%-40.3pp | 82.1%-38.6pp | 79.9%-36.4pp |
| Annual return | 13.49% | 78.75%-65.3pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,039 | $4,853-78.6% | $4,593-77.4% | $4,194-75.2% |
| Participant deferral / active EE | $2,322 | $8,237-71.8% | $7,906-70.6% | $6,396-63.7% |
| Admin fee / account holder | $1,771 | $14,976-88.2% | $13,708-87.1% | $12,562-85.9% |