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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 | $23,325 | $172,111-86.4% | $150,298-84.5% | $137,256-83.0% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,001 | $4,636-78.4% | $4,154-75.9% | $4,156-75.9% |
| Participant deferral / active EE | $1,194 | $6,166-80.6% | $5,453-78.1% | $6,407-81.4% |
| Admin fee / account holder | $2,446 | $16,471-85.1% | $14,116-82.7% | $12,270-80.1% |