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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 | $30,146 | $107,666-72.0% | $102,184-70.5% | $154,746-80.5% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 19.93% | 29.33%-9.4pp | 31.58%-11.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,278 | $3,846-66.8% | $3,594-64.4% | $4,379-70.8% |
| Participant deferral / active EE | $1,607 | $8,719-81.6% | $8,309-80.7% | $6,730-76.1% |
| Admin fee / account holder | $1,865 | $12,943-85.6% | $11,609-83.9% | $14,365-87.0% |