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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 | $35,390 | $154,228-77.1% | $145,433-75.7% | $137,256-74.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.71% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,446 | $4,804-69.9% | $4,554-68.2% | $4,156-65.2% |
| Participant deferral / active EE | $1,812 | $8,216-77.9% | $7,897-77.1% | $6,407-71.7% |
| Admin fee / account holder | $6,311 | $14,344-56.0% | $13,129-51.9% | $12,270-48.6% |