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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 | $64,302 | $201,264-68.1% | $184,185-65.1% | $145,978-56.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.25% | 29.00%-12.8pp | 28.81%-12.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $3,141 | $7,021-55.3% | $6,426-51.1% | $4,662-32.6% |
| Participant deferral / active EE | $1,883 | $9,806-80.8% | $9,132-79.4% | $6,690-71.8% |
| Admin fee / account holder | $3,670 | $16,376-77.6% | $13,909-73.6% | $13,400-72.6% |