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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 | $86,412 | $111,535-22.5% | $105,223-17.9% | $137,256-37.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 20.21% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $936 | $3,939-76.2% | $3,689-74.6% | $4,156-77.5% |
| Participant deferral / active EE | $936 | $5,500-83.0% | $5,072-81.5% | $6,407-85.4% |
| Admin fee / account holder | $346 | $9,721-96.4% | $8,859-96.1% | $12,270-97.2% |