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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 | $45,734 | $105,284-56.6% | $150,734-69.7% | $94,015-51.4% |
| Participation rate | 65.4% | 71.7%-6.3pp | 78.4%-13.1pp | 70.8%-5.4pp |
| Annual return | 14.94% | 15.67%-0.7pp | 600.81%-585.9pp | 17.84%-2.9pp |
| Employer contribution / active EE | $1,019 | $3,599-71.7% | $4,918-79.3% | $2,790-63.5% |
| Participant deferral / active EE | $1,557 | $4,274-63.6% | $5,610-72.2% | $4,249-63.4% |
| Admin fee / account holder | $1,074 | $9,839-89.1% | $14,905-92.8% | $8,951-88.0% |