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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 | $64,558 | $174,379-63.0% | $152,093-57.6% | $138,895-53.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.79% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,033 | $4,652-77.8% | $4,175-75.3% | $4,194-75.4% |
| Participant deferral / active EE | $1,434 | $6,159-76.7% | $5,451-73.7% | $6,396-77.6% |
| Admin fee / account holder | $4,733 | $16,880-72.0% | $14,497-67.4% | $12,562-62.3% |