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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 | $24,645 | $148,582-83.4% | $135,942-81.9% | $139,456-82.3% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 18.91% | 79.26%-60.3pp | 68.28%-49.4pp | 373.45%-354.5pp |
| Employer contribution / active EE | $1,650 | $5,245-68.5% | $4,858-66.0% | $4,753-65.3% |
| Participant deferral / active EE | $2,486 | $8,101-69.3% | $7,759-68.0% | $6,711-63.0% |
| Admin fee / account holder | $1,172 | $12,402-90.5% | $10,764-89.1% | $11,407-89.7% |