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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 | $34,840 | $175,259-80.1% | $149,723-76.7% | $139,487-75.0% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.4pp | 80.3%-11.9pp |
| Annual return | 19.39% | 166.82%-147.4pp | 134.50%-115.1pp | 373.84%-354.5pp |
| Employer contribution / active EE | $2,982 | $5,478-45.6% | $4,821-38.2% | $4,755-37.3% |
| Participant deferral / active EE | $290 | $6,522-95.6% | $5,682-94.9% | $6,713-95.7% |
| Admin fee / account holder | $993 | $16,158-93.9% | $13,215-92.5% | $11,407-91.3% |