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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 | $54,023 | $156,398-65.5% | $147,318-63.3% | $138,895-61.1% |
| Participation rate | 68.4% | 83.8%-15.3pp | 82.1%-13.6pp | 79.9%-11.5pp |
| Annual return | 17.48% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,227 | $4,853-74.7% | $4,593-73.3% | $4,194-70.7% |
| Participant deferral / active EE | $2,009 | $8,237-75.6% | $7,906-74.6% | $6,396-68.6% |
| Admin fee / account holder | $2,929 | $14,976-80.4% | $13,708-78.6% | $12,562-76.7% |