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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 | $25,322 | $148,629-83.0% | $135,982-81.4% | $139,487-81.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 26.58% | 79.33%-52.8pp | 68.32%-41.7pp | 373.84%-347.3pp |
| Employer contribution / active EE | $1,915 | $5,247-63.5% | $4,859-60.6% | $4,755-59.7% |
| Participant deferral / active EE | $2,363 | $8,102-70.8% | $7,760-69.6% | $6,713-64.8% |
| Admin fee / account holder | $618 | $12,406-95.0% | $10,767-94.3% | $11,407-94.6% |