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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 | $154,228-65.0% | $145,433-62.9% | $137,256-60.6% |
| Participation rate | 68.4% | 83.8%-15.4pp | 82.1%-13.7pp | 80.0%-11.5pp |
| Annual return | 17.48% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,227 | $4,804-74.5% | $4,554-73.1% | $4,156-70.5% |
| Participant deferral / active EE | $2,009 | $8,216-75.6% | $7,897-74.6% | $6,407-68.6% |
| Admin fee / account holder | $2,929 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |