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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 | $56,421 | $142,426-60.4% | $115,167-51.0% | $152,909-63.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.5%-32.5pp |
| Annual return | 20.94% | 41.48%-20.5pp | 35.60%-14.7pp | 345.46%-324.5pp |
| Employer contribution / active EE | $866 | $4,011-78.4% | $3,179-72.8% | $4,764-81.8% |
| Participant deferral / active EE | $866 | $5,165-83.2% | $4,169-79.2% | $5,851-85.2% |
| Admin fee / account holder | $8,218 | $8,464-2.9% | $7,089+15.9% | $11,601-29.2% |