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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 | $10,316 | $114,119-91.0% | $107,187-90.4% | $138,895-92.6% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 18.10% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $900 | $4,059-77.8% | $3,782-76.2% | $4,194-78.5% |
| Participant deferral / active EE | $1,303 | $5,538-76.5% | $5,096-74.4% | $6,396-79.6% |
| Admin fee / account holder | $1,972 | $10,024-80.3% | $9,162-78.5% | $12,562-84.3% |