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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 | $43,626 | $185,312-76.5% | $161,489-73.0% | $154,746-71.8% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 19.97% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $3,621 | $4,769-24.1% | $4,268-15.2% | $4,379-17.3% |
| Participant deferral / active EE | $1,832 | $6,350-71.1% | $5,630-67.5% | $6,730-72.8% |
| Admin fee / account holder | $832 | $18,654-95.5% | $16,006-94.8% | $14,365-94.2% |