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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 | $32,398 | $160,040-79.8% | $147,096-78.0% | $145,877-77.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 10.84% | 98.49%-87.7pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,081 | $5,289-79.6% | $4,936-78.1% | $4,663-76.8% |
| Participant deferral / active EE | $1,281 | $8,429-84.8% | $8,071-84.1% | $6,691-80.8% |
| Admin fee / account holder | $384 | $15,050-97.5% | $13,005-97.1% | $13,402-97.1% |