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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 | $16,420 | $110,410-85.1% | $102,437-84.0% | $145,897-88.7% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 14.06% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.2pp |
| Employer contribution / active EE | $933 | $4,217-77.9% | $3,871-75.9% | $4,663-80.0% |
| Participant deferral / active EE | $1,399 | $5,622-75.1% | $5,060-72.4% | $6,689-79.1% |
| Admin fee / account holder | $869 | $9,745-91.1% | $8,388-89.6% | $13,390-93.5% |