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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 | $25,352 | $174,379-85.5% | $152,093-83.3% | $138,895-81.7% |
| Participation rate | 58.8% | 81.6%-22.8pp | 77.8%-18.9pp | 79.9%-21.1pp |
| Annual return | 14.05% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $995 | $4,652-78.6% | $4,175-76.2% | $4,194-76.3% |
| Participant deferral / active EE | $1,400 | $6,159-77.3% | $5,451-74.3% | $6,396-78.1% |
| Admin fee / account holder | $531 | $16,880-96.9% | $14,497-96.3% | $12,562-95.8% |