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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 | $33,896 | $154,228-78.0% | $145,433-76.7% | $137,256-75.3% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 17.18% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $951 | $4,804-80.2% | $4,554-79.1% | $4,156-77.1% |
| Participant deferral / active EE | $2,007 | $8,216-75.6% | $7,897-74.6% | $6,407-68.7% |
| Admin fee / account holder | $6,087 | $14,344-57.6% | $13,129-53.6% | $12,270-50.4% |