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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 | $23,343 | $156,398-85.1% | $147,318-84.2% | $138,895-83.2% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 79.9%-41.8pp |
| Annual return | 23.04% | 78.75%-55.7pp | 70.43%-47.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,276 | $8,237-72.4% | $7,906-71.2% | $6,396-64.4% |
| Admin fee / account holder | $3,736 | $14,976-75.1% | $13,708-72.7% | $12,562-70.3% |