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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 | $50,915 | $172,111-70.4% | $150,298-66.1% | $137,256-62.9% |
| Participation rate | 47.1% | 81.7%-34.7pp | 77.8%-30.7pp | 80.0%-32.9pp |
| Annual return | 13.57% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,338 | $4,636-71.1% | $4,154-67.8% | $4,156-67.8% |
| Participant deferral / active EE | $1,374 | $6,166-77.7% | $5,453-74.8% | $6,407-78.5% |
| Admin fee / account holder | $2,489 | $16,471-84.9% | $14,116-82.4% | $12,270-79.7% |