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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 | $45,107 | $111,535-59.6% | $105,223-57.1% | $137,256-67.1% |
| Participation rate | 31.6% | 78.1%-46.5pp | 75.0%-43.5pp | 80.0%-48.4pp |
| Annual return | 17.51% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,331 | $3,939-66.2% | $3,689-63.9% | $4,156-68.0% |
| Participant deferral / active EE | $1,450 | $5,500-73.6% | $5,072-71.4% | $6,407-77.4% |
| Admin fee / account holder | $342 | $9,721-96.5% | $8,859-96.1% | $12,270-97.2% |