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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 | $40,466 | $116,203-65.2% | $93,621-56.8% | $152,897-73.5% |
| Participation rate | 40.9% | 78.1%-37.1pp | 75.8%-34.9pp | 82.5%-41.5pp |
| Annual return | 21.97% | 35.96%-14.0pp | 32.76%-10.8pp | 345.43%-323.5pp |
| Employer contribution / active EE | $850 | $3,219-73.6% | $2,719-68.7% | $4,764-82.2% |
| Participant deferral / active EE | $1,232 | $4,605-73.3% | $4,070-69.7% | $5,851-79.0% |
| Admin fee / account holder | $12,578 | $10,751+17.0% | $7,890+59.4% | $11,599+8.4% |