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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 | $35,431 | $184,014-80.7% | $161,149-78.0% | $138,895-74.5% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.8%-24.3pp | 79.9%-25.4pp |
| Annual return | 14.33% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $3,494 | $5,055-30.9% | $4,360-19.9% | $4,194-16.7% |
| Participant deferral / active EE | $1,813 | $6,909-73.8% | $6,153-70.5% | $6,396-71.7% |
| Admin fee / account holder | $533 | $18,027-97.0% | $15,194-96.5% | $12,562-95.8% |