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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 | $17,317 | $148,623-88.3% | $135,974-87.3% | $139,466-87.6% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 33.82% | 79.30%-45.5pp | 68.30%-34.5pp | 373.66%-339.8pp |
| Employer contribution / active EE | $1,179 | $5,246-77.5% | $4,859-75.7% | $4,754-75.2% |
| Participant deferral / active EE | $2,436 | $8,103-69.9% | $7,760-68.6% | $6,712-63.7% |
| Admin fee / account holder | $379 | $12,406-96.9% | $10,767-96.5% | $11,409-96.7% |