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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 | $30,788 | $172,758-82.2% | $149,600-79.4% | $138,895-77.8% |
| Participation rate | 62.5% | 80.2%-17.7pp | 77.2%-14.7pp | 79.9%-17.4pp |
| Annual return | 16.72% | 181.17%-164.4pp | 129.59%-112.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $657 | $4,778-86.3% | $4,193-84.3% | $4,194-84.3% |
| Participant deferral / active EE | $861 | $8,180-89.5% | $7,203-88.0% | $6,396-86.5% |
| Admin fee / account holder | $860 | $17,615-95.1% | $13,963-93.8% | $12,562-93.2% |