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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 | $13,812 | $172,111-92.0% | $150,298-90.8% | $137,256-89.9% |
| Participation rate | 38.1% | 81.7%-43.6pp | 77.8%-39.7pp | 80.0%-41.9pp |
| Annual return | 22.30% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,029 | $4,636-77.8% | $4,154-75.2% | $4,156-75.2% |
| Participant deferral / active EE | $1,369 | $6,166-77.8% | $5,453-74.9% | $6,407-78.6% |
| Admin fee / account holder | $343 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |