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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 | $23,458 | $148,623-84.2% | $135,974-82.7% | $139,466-83.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 15.32% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,204 | $5,246-77.1% | $4,859-75.2% | $4,754-74.7% |
| Participant deferral / active EE | $1,851 | $8,103-77.2% | $7,760-76.2% | $6,712-72.4% |
| Admin fee / account holder | $335 | $12,406-97.3% | $10,767-96.9% | $11,409-97.1% |